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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 | $15,120 | $150,446-89.9% | $136,297-88.9% | $147,585-89.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 79.77% | 1049.14%-969.4pp | 5156.19%-5076.4pp | 578.58%-498.8pp |
| Employer contribution / active EE | $2,276 | $5,256-56.7% | $4,696-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $7,141 | $6,631+7.7% | $6,247+14.3% | $5,439+31.3% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |