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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 | $14,121 | $160,059-91.2% | $140,019-89.9% | $135,380-89.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.48% | 911.48%-911.0pp | 651.17%-650.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $1,652 | $6,420-74.3% | $5,605-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |