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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 | $18,222 | $167,533-89.1% | $151,645-88.0% | $134,545-86.5% |
| 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 | 418.37%-418.4pp |
| Employer contribution / active EE | $8,000 | $6,828+17.2% | $6,165+29.8% | $4,742+68.7% |
| Participant deferral / active EE | $10,147 | $8,985+12.9% | $8,363+21.3% | $6,401+58.5% |
| Admin fee / account holder | $31 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |