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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 | $23,490 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 102.54% | 1049.15%-946.6pp | 5156.27%-5053.7pp | 578.59%-476.1pp |
| Employer contribution / active EE | $2,083 | $5,256-60.4% | $4,696-55.7% | $4,876-57.3% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $203 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |