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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 | $9,027 | $181,896-95.0% | $156,551-94.2% | $273,972-96.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,781 | $6,248-71.5% | $5,501-67.6% | $4,869-63.4% |
| Participant deferral / active EE | $7,159 | $5,550+29.0% | $4,871+47.0% | $5,287+35.4% |
| Admin fee / account holder | $32 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |