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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 | $13,647 | $171,867-92.1% | $149,721-90.9% | $147,586-90.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 332.72% | 2113.36%-1780.6pp | 1501.67%-1169.0pp | 578.59%-245.9pp |
| Employer contribution / active EE | $4,466 | $6,275-28.8% | $5,444-18.0% | $4,876-8.4% |
| Participant deferral / active EE | $7,210 | $7,270-0.8% | $6,568+9.8% | $5,439+32.6% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |