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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 | $10,075 | $88,707-88.6% | $74,184-86.4% | $273,972-96.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,873 | $3,159-9.1% | $2,370+21.2% | $4,869-41.0% |
| Participant deferral / active EE | $7,006 | $4,212+66.3% | $3,550+97.4% | $5,287+32.5% |
| Admin fee / account holder | $106 | $8,717-98.8% | $5,586-98.1% | $10,133-99.0% |