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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 | $20,025 | $150,445-86.7% | $136,297-85.3% | $147,585-86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.55% | 1049.14%-1017.6pp | 5156.16%-5124.6pp | 578.57%-547.0pp |
| Employer contribution / active EE | $9,919 | $5,256+88.7% | $4,696+111.3% | $4,876+103.4% |
| Participant deferral / active EE | $6,480 | $6,631-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $118 | $10,906-98.9% | $9,244-98.7% | $10,885-98.9% |