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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 | $12,028 | $138,078-91.3% | $125,363-90.4% | $134,509-91.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.10% | 750.49%-750.4pp | 572.15%-572.0pp | 418.13%-418.0pp |
| Employer contribution / active EE | $3,980 | $5,245-24.1% | $4,815-17.3% | $4,741-16.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |