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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 | $16,745 | $140,592-88.1% | $123,105-86.4% | $125,389-86.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,425 | $6,041-26.8% | $5,151-14.1% | $4,866-9.1% |
| Participant deferral / active EE | $6,508 | $6,980-6.8% | $6,229+4.5% | $5,352+21.6% |
| Admin fee / account holder | $115 | $11,198-99.0% | $9,014-98.7% | $9,541-98.8% |