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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 | $8,584 | $211,946-96.0% | $169,452-94.9% | $135,382-93.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.77%-519.8pp |
| Employer contribution / active EE | $4,654 | $5,117-9.1% | $4,157+11.9% | $4,779-2.6% |
| Participant deferral / active EE | $4,750 | $6,075-21.8% | $5,277-10.0% | $5,609-15.3% |
| Admin fee / account holder | $85 | $11,472-99.3% | $9,110-99.1% | $10,829-99.2% |