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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 | $23,098 | $167,522-86.2% | $151,639-84.8% | $134,532-82.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $10,793 | $6,828+58.1% | $6,165+75.1% | $4,741+127.6% |
| Participant deferral / active EE | $6,563 | $8,986-27.0% | $8,363-21.5% | $6,401+2.5% |
| Admin fee / account holder | $10 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |