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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 | $7,692 | $167,504-95.4% | $151,628-94.9% | $134,509-94.3% |
| 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 | 418.13%-418.1pp |
| Employer contribution / active EE | $2,345 | $6,828-65.7% | $6,165-62.0% | $4,741-50.5% |
| Participant deferral / active EE | $5,438 | $8,985-39.5% | $8,363-35.0% | $6,400-15.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |