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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 | $14,785 | $171,492-91.4% | $150,734-90.2% | $198,609-92.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 6.88% | 804.70%-797.8pp | 600.81%-593.9pp | 202.70%-195.8pp |
| Employer contribution / active EE | $5,144 | $5,470-6.0% | $4,918+4.6% | $5,055+1.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $66 | $17,628-99.6% | $14,905-99.6% | $19,030-99.7% |