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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 | $7,130 | $167,362-95.7% | $143,799-95.0% | $134,532-94.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,748 | $5,620-68.9% | $4,952-64.7% | $4,741-63.1% |
| Participant deferral / active EE | $5,309 | $6,447-17.7% | $5,638-5.9% | $6,401-17.1% |
| Admin fee / account holder | $14 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |