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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 | $11,292 | $150,446-92.5% | $136,297-91.7% | $147,585-92.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 460.83% | 1049.14%-588.3pp | 5156.19%-4695.4pp | 578.58%-117.8pp |
| Employer contribution / active EE | $8,000 | $5,256+52.2% | $4,696+70.4% | $4,876+64.1% |
| Participant deferral / active EE | $4,667 | $6,631-29.6% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |