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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 | $16,271 | $185,199-91.2% | $142,874-88.6% | $167,518-90.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 133.93% | 8556.90%-8423.0pp | 5638.58%-5504.7pp | 478.71%-344.8pp |
| Employer contribution / active EE | $2,483 | $5,606-55.7% | $4,145-40.1% | $4,838-48.7% |
| Participant deferral / active EE | $5,036 | $4,495+12.0% | $3,838+31.2% | $6,342-20.6% |
| Admin fee / account holder | $238 | $8,031-97.0% | $6,561-96.4% | $12,312-98.1% |