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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 | $14,053 | $167,362-91.6% | $143,799-90.2% | $134,532-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.38% | 0.47%-0.1pp | -0.04%+0.4pp | 418.27%-417.9pp |
| Employer contribution / active EE | $2,143 | $5,620-61.9% | $4,952-56.7% | $4,741-54.8% |
| Participant deferral / active EE | $2,838 | $6,447-56.0% | $5,638-49.7% | $6,401-55.7% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |