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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 | $10,038 | $113,941-91.2% | $94,229-89.3% | $125,389-92.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,349 | $4,727-71.5% | $3,587-62.4% | $4,866-72.3% |
| Participant deferral / active EE | $9,014 | $5,179+74.0% | $4,320+108.6% | $5,352+68.4% |
| Admin fee / account holder | $68 | $8,392-99.2% | $6,269-98.9% | $9,541-99.3% |