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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 | $10,994 | $153,769-92.9% | $133,975-91.8% | $273,972-96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,932 | $6,029-68.0% | $5,211-62.9% | $4,869-60.3% |
| Participant deferral / active EE | $8,807 | $6,958+26.6% | $6,282+40.2% | $5,287+66.6% |
| Admin fee / account holder | $77 | $11,765-99.3% | $9,324-99.2% | $10,133-99.2% |