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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 | $23,195 | $202,342-88.5% | $172,753-86.6% | $152,909-84.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 56.55% | 1029.88%-973.3pp | 803.00%-746.5pp | 345.46%-288.9pp |
| Employer contribution / active EE | $1,569 | $5,857-73.2% | $5,144-69.5% | $4,764-67.1% |
| Participant deferral / active EE | $4,497 | $5,948-24.4% | $5,198-13.5% | $5,851-23.1% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |