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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 | $8,743 | $167,362-94.8% | $143,799-93.9% | $134,532-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,050 | $5,620-10.2% | $4,952+2.0% | $4,741+6.5% |
| Participant deferral / active EE | $4,684 | $6,447-27.4% | $5,638-16.9% | $6,401-26.8% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |