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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 | $22,564 | $150,445-85.0% | $136,297-83.4% | $147,585-84.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6444.90% | 1049.14%+5395.8pp | 5156.16%+1288.7pp | 578.57%+5866.3pp |
| Employer contribution / active EE | $12,480 | $5,256+137.4% | $4,696+165.8% | $4,876+155.9% |
| Participant deferral / active EE | $8,160 | $6,631+23.1% | $6,247+30.6% | $5,439+50.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |