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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 | $9,127 | $58,600-84.4% | $83,327-89.0% | $64,173-85.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,743 | $2,098+30.7% | $3,379-18.8% | $2,381+15.2% |
| Participant deferral / active EE | $5,322 | $4,656+14.3% | $5,565-4.4% | $3,470+53.4% |
| Admin fee / account holder | $16 | $9,282-99.8% | $7,540-99.8% | $4,887-99.7% |