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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 | $10,028 | $138,076-92.7% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1.50% | 153.70%-152.2pp | 119.21%-117.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $3,985 | $5,152-22.7% | $4,628-13.9% | $4,779-16.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |