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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 | $14,276 | $167,352-91.5% | $143,788-90.1% | $134,509-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $9,956 | $5,620+77.2% | $4,952+101.1% | $4,741+110.0% |
| Participant deferral / active EE | $4,399 | $6,447-31.8% | $5,638-22.0% | $6,400-31.3% |
| Admin fee / account holder | $17 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |