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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 | $10,214 | $181,896-94.4% | $156,551-93.5% | $273,972-96.3% |
| 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 | $2,702 | $6,248-56.8% | $5,501-50.9% | $4,869-44.5% |
| Participant deferral / active EE | $4,238 | $5,550-23.6% | $4,871-13.0% | $5,287-19.8% |
| Admin fee / account holder | $16 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |