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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 | $18,567 | $167,522-88.9% | $151,639-87.8% | $134,532-86.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.74% | 7.81%-7.1pp | 3.34%-2.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $3,463 | $6,828-49.3% | $6,165-43.8% | $4,741-27.0% |
| Participant deferral / active EE | $11,105 | $8,986+23.6% | $8,363+32.8% | $6,401+73.5% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |