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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 | $14,259 | $180,466-92.1% | $154,114-90.7% | $135,382-89.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.72% | 888.15%-887.4pp | 735.16%-734.4pp | 519.77%-519.0pp |
| Employer contribution / active EE | $1,902 | $6,035-68.5% | $5,298-64.1% | $4,779-60.2% |
| Participant deferral / active EE | $5,768 | $5,806-0.7% | $5,081+13.5% | $5,609+2.8% |
| Admin fee / account holder | $13 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |