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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 | $17,371 | $167,522-89.6% | $151,639-88.5% | $134,532-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,497 | $6,828-19.5% | $6,165-10.8% | $4,741+15.9% |
| Participant deferral / active EE | $11,029 | $8,986+22.7% | $8,363+31.9% | $6,401+72.3% |
| Admin fee / account holder | $284 | $13,780-97.9% | $11,613-97.6% | $11,429-97.5% |