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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 | $4,056 | $138,068-97.1% | $125,358-96.8% | $134,493-97.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.69% | 750.30%-749.6pp | 572.03%-571.3pp | 418.01%-417.3pp |
| Employer contribution / active EE | $2,436 | $5,244-53.5% | $4,814-49.4% | $4,740-48.6% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6 | $11,568-99.9% | $10,007-99.9% | $11,425-99.9% |