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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 | $9,444 | $86,940-89.1% | $102,434-90.8% | $80,935-88.3% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.7%+26.9pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $4,730 | $2,370+99.6% | $3,023+56.4% | $2,757+71.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $52 | $8,047-99.4% | $9,462-99.5% | $6,924-99.3% |