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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 | $12,773 | $167,352-92.4% | $143,788-91.1% | $134,509-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,200 | $5,620-60.9% | $4,952-55.6% | $4,741-53.6% |
| Participant deferral / active EE | $10,698 | $6,447+65.9% | $5,638+89.7% | $6,400+67.1% |
| Admin fee / account holder | $4 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |