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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 | $16,067 | $124,425-87.1% | $112,040-85.7% | $137,256-88.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 21.39% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,674 | $3,411+7.7% | $2,954+24.4% | $4,156-11.6% |
| Participant deferral / active EE | $4,547 | $5,718-20.5% | $5,098-10.8% | $6,407-29.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |