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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 | $12,673 | $167,362-92.4% | $143,799-91.2% | $134,532-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,840 | $5,620-13.9% | $4,952-2.3% | $4,741+2.1% |
| Participant deferral / active EE | $10,069 | $6,447+56.2% | $5,638+78.6% | $6,401+57.3% |
| Admin fee / account holder | $168 | $18,094-99.1% | $14,677-98.9% | $11,429-98.5% |