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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 | $16,150 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,335 | $5,256-55.6% | $4,696-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $5,385 | $6,631-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $40 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |