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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,022 | $181,896-88.4% | $156,551-86.6% | $273,972-92.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.39% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,647 | $6,248-73.6% | $5,501-70.1% | $4,869-66.2% |
| Participant deferral / active EE | $2,160 | $5,550-61.1% | $4,871-55.7% | $5,287-59.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |