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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 | $19,918 | $160,059-87.6% | $140,019-85.8% | $135,380-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.62% | 911.48%-912.1pp | 651.17%-651.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $10,525 | $6,420+64.0% | $5,605+87.8% | $4,779+120.2% |
| Participant deferral / active EE | $14,405 | $7,641+88.5% | $6,927+108.0% | $5,609+156.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |