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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 | $8,994 | $168,636-94.7% | $147,617-93.9% | $125,393-92.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.64% | 77.65%-77.0pp | 61.98%-61.3pp | 282.23%-281.6pp |
| Employer contribution / active EE | $4,790 | $6,252-23.4% | $5,565-13.9% | $4,866-1.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |