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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 | $16,139 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 152.83% | 1049.15%-896.3pp | 5156.27%-5003.4pp | 578.59%-425.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,692 | $6,631+31.1% | $6,247+39.1% | $5,439+59.8% |
| Admin fee / account holder | $93 | $10,906-99.2% | $9,244-99.0% | $10,886-99.1% |