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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 | $21,293 | $150,447-85.8% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 101.17% | 1049.15%-948.0pp | 5156.27%-5055.1pp | 578.59%-477.4pp |
| Employer contribution / active EE | $9,519 | $5,256+81.1% | $4,696+102.7% | $4,876+95.2% |
| Participant deferral / active EE | $7,238 | $6,631+9.2% | $6,247+15.9% | $5,439+33.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |