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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 | $21,813 | $150,445-85.5% | $136,297-84.0% | $147,585-85.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 95.50% | 1049.14%-953.6pp | 5156.16%-5060.7pp | 578.57%-483.1pp |
| Employer contribution / active EE | $2,116 | $5,256-59.7% | $4,696-54.9% | $4,876-56.6% |
| Participant deferral / active EE | $11,746 | $6,631+77.2% | $6,247+88.0% | $5,439+116.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |