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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 | $8,565 | $174,379-95.1% | $152,093-94.4% | $138,895-93.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,509 | $4,652-46.1% | $4,175-39.9% | $4,194-40.2% |
| Participant deferral / active EE | $5,666 | $6,159-8.0% | $5,451+3.9% | $6,396-11.4% |
| Admin fee / account holder | $17 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |