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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 | $16,244 | $150,447-89.2% | $136,298-88.1% | $147,586-89.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.74% | 1049.15%-1001.4pp | 5156.27%-5108.5pp | 578.59%-530.8pp |
| Employer contribution / active EE | $12,089 | $5,256+130.0% | $4,696+157.4% | $4,876+147.9% |
| Participant deferral / active EE | $6,333 | $6,631-4.5% | $6,247+1.4% | $5,439+16.4% |
| Admin fee / account holder | $79 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |