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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 | $20,653 | $150,447-86.3% | $136,298-84.8% | $147,586-86.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 757.45% | 1049.15%-291.7pp | 5156.27%-4398.8pp | 578.59%+178.9pp |
| Employer contribution / active EE | $6,381 | $5,256+21.4% | $4,696+35.9% | $4,876+30.9% |
| Participant deferral / active EE | $12,650 | $6,631+90.8% | $6,247+102.5% | $5,439+132.6% |
| Admin fee / account holder | $223 | $10,906-98.0% | $9,244-97.6% | $10,886-97.9% |