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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 | $2,900 | $167,504-98.3% | $151,628-98.1% | $134,509-97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,601 | $6,828-47.3% | $6,165-41.6% | $4,741-24.0% |
| Participant deferral / active EE | $3,601 | $8,985-59.9% | $8,363-56.9% | $6,400-43.7% |
| Admin fee / account holder | $50 | $13,779-99.6% | $11,613-99.6% | $11,427-99.6% |