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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 | $10,950 | $123,898-91.2% | $116,538-90.6% | $155,188-92.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 0.00% | 16.04%-16.0pp | 17.97%-18.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $3,846 | $4,739-18.8% | $4,541-15.3% | $4,248-9.5% |
| Participant deferral / active EE | $9,624 | $6,400+50.4% | $6,207+55.0% | $6,531+47.3% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |