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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 | $22,788 | $147,594-84.6% | $121,871-81.3% | $198,609-88.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.2%+1.8pp | 82.4%-7.4pp |
| Annual return | 21.31% | 12.94%+8.4pp | 13.57%+7.7pp | 202.70%-181.4pp |
| Employer contribution / active EE | $1,674 | $3,007-44.3% | $2,731-38.7% | $5,055-66.9% |
| Participant deferral / active EE | $5,809 | $5,168+12.4% | $4,318+34.5% | $6,977-16.7% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |