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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 | $10,509 | $138,114-92.4% | $125,391-91.6% | $134,545-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.07% | 750.88%-749.8pp | 572.41%-571.3pp | 418.37%-417.3pp |
| Employer contribution / active EE | $5,517 | $5,246+5.2% | $4,816+14.6% | $4,742+16.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |