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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 | $17,304 | $167,522-89.7% | $151,639-88.6% | $134,532-87.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,017 | $6,828-70.5% | $6,165-67.3% | $4,741-57.5% |
| Participant deferral / active EE | $4,171 | $8,986-53.6% | $8,363-50.1% | $6,401-34.8% |
| Admin fee / account holder | $82 | $13,780-99.4% | $11,613-99.3% | $11,429-99.3% |