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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 | $10,721 | $167,352-93.6% | $143,788-92.5% | $134,509-92.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.74% | 0.47%+4.3pp | -0.03%+4.8pp | 418.13%-413.4pp |
| Employer contribution / active EE | $4,039 | $5,620-28.1% | $4,952-18.4% | $4,741-14.8% |
| Participant deferral / active EE | $11,239 | $6,447+74.3% | $5,638+99.3% | $6,400+75.6% |
| Admin fee / account holder | $63 | $18,091-99.7% | $14,675-99.6% | $11,427-99.4% |