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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 | $8,339 | $171,865-95.1% | $149,718-94.4% | $147,585-94.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.62% | 2113.29%-2099.7pp | 1501.67%-1488.0pp | 578.56%-564.9pp |
| Employer contribution / active EE | $2,123 | $6,275-66.2% | $5,445-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $2,670 | $7,270-63.3% | $6,569-59.4% | $5,439-50.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |