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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 | $21,188 | $150,447-85.9% | $136,298-84.5% | $147,586-85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.61% | 1049.15%-1019.5pp | 5156.27%-5126.7pp | 578.59%-549.0pp |
| Employer contribution / active EE | $2,950 | $5,256-43.9% | $4,696-37.2% | $4,876-39.5% |
| Participant deferral / active EE | $10,865 | $6,631+63.9% | $6,247+73.9% | $5,439+99.8% |
| Admin fee / account holder | $158 | $10,906-98.6% | $9,244-98.3% | $10,886-98.6% |