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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 | $13,376 | $180,459-92.6% | $154,108-91.3% | $135,380-90.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.08% | 888.21%-888.1pp | 735.21%-735.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $7,500 | $6,035+24.3% | $5,298+41.6% | $4,779+56.9% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |