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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 | $10,804 | $140,592-92.3% | $123,106-91.2% | $125,393-91.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.23%-282.2pp |
| Employer contribution / active EE | $2,451 | $6,041-59.4% | $5,151-52.4% | $4,866-49.6% |
| Participant deferral / active EE | $7,978 | $6,980+14.3% | $6,229+28.1% | $5,351+49.1% |
| Admin fee / account holder | $55 | $11,198-99.5% | $9,015-99.4% | $9,541-99.4% |