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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 | $11,514 | $180,459-93.6% | $154,108-92.5% | $135,380-91.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.11% | 888.21%-889.3pp | 735.21%-736.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $4,250 | $6,035-29.6% | $5,298-19.8% | $4,779-11.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $139 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |