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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 | $29,960 | $160,059-81.3% | $140,019-78.6% | $135,380-77.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.53% | 911.48%-910.0pp | 651.17%-649.6pp | 519.81%-518.3pp |
| Employer contribution / active EE | $2,534 | $6,420-60.5% | $5,605-54.8% | $4,779-47.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |