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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 | $13,075 | $167,362-92.2% | $143,799-90.9% | $134,532-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,295 | $5,620-23.6% | $4,952-13.3% | $4,741-9.4% |
| Participant deferral / active EE | $8,671 | $6,447+34.5% | $5,638+53.8% | $6,401+35.5% |
| Admin fee / account holder | $29 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |