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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 | $11,266 | $138,114-91.8% | $125,391-91.0% | $134,545-91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.65% | 750.88%-746.2pp | 572.41%-567.8pp | 418.37%-413.7pp |
| Employer contribution / active EE | $2,617 | $5,246-50.1% | $4,816-45.7% | $4,742-44.8% |
| Participant deferral / active EE | $6,060 | $7,801-22.3% | $7,448-18.6% | $6,401-5.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |