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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 | $24,266 | $180,462-86.6% | $154,111-84.3% | $135,379-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.54% | 888.17%-884.6pp | 735.18%-731.6pp | 519.79%-516.2pp |
| Employer contribution / active EE | $5,522 | $6,036-8.5% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $7,440 | $5,806+28.1% | $5,081+46.4% | $5,609+32.6% |
| Admin fee / account holder | $142 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |