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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 | $24,257 | $180,462-86.6% | $154,111-84.3% | $135,379-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.97% | 888.17%-887.2pp | 735.18%-734.2pp | 519.79%-518.8pp |
| Employer contribution / active EE | $2,749 | $6,036-54.4% | $5,298-48.1% | $4,779-42.5% |
| Participant deferral / active EE | $3,035 | $5,806-47.7% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |