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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 | $6,022 | $157,276-96.2% | $141,177-95.7% | $152,885-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 442.18% | 64.33%+377.8pp | 71.40%+370.8pp | 345.39%+96.8pp |
| Employer contribution / active EE | $3,389 | $5,262-35.6% | $4,736-28.4% | $4,763-28.9% |
| Participant deferral / active EE | $4,725 | $7,110-33.5% | $6,710-29.6% | $5,851-19.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |