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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 | $7,622 | $167,522-95.4% | $151,639-95.0% | $134,532-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,536 | $6,828-48.2% | $6,165-42.6% | $4,741-25.4% |
| Participant deferral / active EE | $5,347 | $8,986-40.5% | $8,363-36.1% | $6,401-16.5% |
| Admin fee / account holder | $53 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |