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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 | $9,339 | $167,522-94.4% | $151,639-93.8% | $134,532-93.1% |
| 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 | 418.27%-418.3pp |
| Employer contribution / active EE | $1,548 | $6,828-77.3% | $6,165-74.9% | $4,741-67.4% |
| Participant deferral / active EE | $11,402 | $8,986+26.9% | $8,363+36.3% | $6,401+78.1% |
| Admin fee / account holder | $131 | $13,780-99.0% | $11,613-98.9% | $11,429-98.9% |