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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 | $21,343 | $150,447-85.8% | $136,298-84.3% | $147,586-85.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.36% | 1049.15%-1014.8pp | 5156.27%-5121.9pp | 578.59%-544.2pp |
| Employer contribution / active EE | $5,037 | $5,256-4.2% | $4,696+7.3% | $4,876+3.3% |
| Participant deferral / active EE | $6,477 | $6,631-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |