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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 | $17,406 | $167,362-89.6% | $143,799-87.9% | $134,532-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.18% | 0.47%-0.3pp | -0.04%+0.2pp | 418.27%-418.1pp |
| Employer contribution / active EE | $2,639 | $5,620-53.1% | $4,952-46.7% | $4,741-44.3% |
| Participant deferral / active EE | $2,628 | $6,447-59.2% | $5,638-53.4% | $6,401-58.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |