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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 | $17,650 | $167,353-89.5% | $143,797-87.7% | $134,545-86.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,049 | $5,620-63.5% | $4,952-58.6% | $4,742-56.8% |
| Participant deferral / active EE | $12,427 | $6,447+92.8% | $5,638+120.4% | $6,401+94.1% |
| Admin fee / account holder | $193 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |