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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 | $19,909 | $160,059-87.6% | $140,019-85.8% | $135,380-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.76% | 911.48%-912.2pp | 651.17%-651.9pp | 519.81%-520.6pp |
| Employer contribution / active EE | $6,125 | $6,420-4.6% | $5,605+9.3% | $4,779+28.2% |
| Participant deferral / active EE | $6,125 | $7,641-19.8% | $6,927-11.6% | $5,609+9.2% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |