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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 | $7,743 | $167,533-95.4% | $151,645-94.9% | $134,545-94.2% |
| 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 | $1,597 | $6,828-76.6% | $6,165-74.1% | $4,742-66.3% |
| Participant deferral / active EE | $5,676 | $8,985-36.8% | $8,363-32.1% | $6,401-11.3% |
| Admin fee / account holder | $7 | $13,781-100.0% | $11,614-99.9% | $11,431-99.9% |