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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 | $12,543 | $181,896-93.1% | $156,551-92.0% | $273,972-95.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 10.42% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,384 | $6,248-61.8% | $5,501-56.7% | $4,869-51.0% |
| Participant deferral / active EE | $4,086 | $5,550-26.4% | $4,871-16.1% | $5,287-22.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |