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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 | $14,264 | $127,387-88.8% | $115,038-87.6% | $125,389-88.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.74% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,716 | $5,166-28.1% | $4,608-19.4% | $4,866-23.6% |
| Participant deferral / active EE | $5,864 | $6,423-8.7% | $6,026-2.7% | $5,352+9.6% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |