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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 | $18,416 | $153,769-88.0% | $133,975-86.3% | $273,972-93.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $8,835 | $6,029+46.5% | $5,211+69.5% | $4,869+81.5% |
| Participant deferral / active EE | $9,445 | $6,958+35.7% | $6,282+50.4% | $5,287+78.6% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,133-99.7% |