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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 | $14,056 | $167,353-91.6% | $143,797-90.2% | $134,545-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $7,209 | $5,620+28.3% | $4,952+45.6% | $4,742+52.0% |
| Participant deferral / active EE | $6,887 | $6,447+6.8% | $5,638+22.2% | $6,401+7.6% |
| Admin fee / account holder | $10 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |