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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 | $27,269 | $160,059-83.0% | $140,019-80.5% | $135,380-79.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.45% | 911.48%-910.0pp | 651.17%-649.7pp | 519.81%-518.4pp |
| Employer contribution / active EE | $2,385 | $6,420-62.8% | $5,605-57.5% | $4,779-50.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |