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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 | $17,886 | $135,956-86.8% | $123,894-85.6% | $273,972-93.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,804 | $5,170-65.1% | $4,617-60.9% | $4,869-63.0% |
| Participant deferral / active EE | $2,712 | $6,343-57.2% | $5,984-54.7% | $5,287-48.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |