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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 | $10,930 | $167,533-93.5% | $151,645-92.8% | $134,545-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.15% | 7.81%-7.7pp | 3.34%-3.2pp | 418.37%-418.2pp |
| Employer contribution / active EE | $6,561 | $6,828-3.9% | $6,165+6.4% | $4,742+38.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |