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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 | $18,181 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2127.92% | 888.21%+1239.7pp | 735.21%+1392.7pp | 519.81%+1608.1pp |
| Employer contribution / active EE | $3,356 | $6,035-44.4% | $5,298-36.7% | $4,779-29.8% |
| Participant deferral / active EE | $4,031 | $5,806-30.6% | $5,081-20.7% | $5,609-28.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |