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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 | $20,700 | $160,059-87.1% | $140,019-85.2% | $135,382-84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.83% | 911.44%-909.6pp | 651.15%-649.3pp | 519.77%-517.9pp |
| Employer contribution / active EE | $4,403 | $6,420-31.4% | $5,605-21.4% | $4,779-7.9% |
| Participant deferral / active EE | $4,350 | $7,641-43.1% | $6,927-37.2% | $5,609-22.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |