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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 | $8,820 | $167,362-94.7% | $143,799-93.9% | $134,532-93.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,228 | $5,620-24.8% | $4,952-14.6% | $4,741-10.8% |
| Participant deferral / active EE | $4,290 | $6,447-33.5% | $5,638-23.9% | $6,401-33.0% |
| Admin fee / account holder | $39 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |