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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 | $20,218 | $167,533-87.9% | $151,645-86.7% | $134,545-85.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $6,465 | $6,828-5.3% | $6,165+4.9% | $4,742+36.3% |
| Participant deferral / active EE | $9,360 | $8,985+4.2% | $8,363+11.9% | $6,401+46.2% |
| Admin fee / account holder | $21 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |