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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 | $28,260 | $180,466-84.3% | $154,114-81.7% | $135,382-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 71.63% | 888.15%-816.5pp | 735.16%-663.5pp | 519.77%-448.1pp |
| Employer contribution / active EE | $4,957 | $6,035-17.9% | $5,298-6.4% | $4,779+3.7% |
| Participant deferral / active EE | $11,181 | $5,806+92.6% | $5,081+120.1% | $5,609+99.3% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |