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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 | $22,256 | $177,353-87.5% | $158,226-85.9% | $198,609-88.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 1.86% | 599.50%-597.6pp | 501.41%-499.6pp | 202.70%-200.8pp |
| Employer contribution / active EE | $981 | $3,239-69.7% | $2,986-67.1% | $5,055-80.6% |
| Participant deferral / active EE | $3,202 | $4,615-30.6% | $4,317-25.8% | $6,977-54.1% |
| Admin fee / account holder | $23 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |