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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 | $12,822 | $150,442-91.5% | $136,295-90.6% | $147,585-91.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.50% | 1049.09%-1016.6pp | 5155.97%-5123.5pp | 578.56%-546.1pp |
| Employer contribution / active EE | $1,692 | $5,256-67.8% | $4,695-64.0% | $4,876-65.3% |
| Participant deferral / active EE | $5,506 | $6,630-17.0% | $6,247-11.9% | $5,439+1.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |