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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 | $19,234 | $149,333-87.1% | $106,387-81.9% | $135,379-85.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $6,815 | $4,984+36.7% | $3,520+93.6% | $4,779+42.6% |
| Participant deferral / active EE | $8,968 | $7,230+24.0% | $5,421+65.4% | $5,609+59.9% |
| Admin fee / account holder | $27 | $15,952-99.8% | $7,510-99.6% | $10,828-99.8% |