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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 | $15,607 | $150,446-89.6% | $136,297-88.5% | $147,585-89.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 80.79% | 1049.14%-968.4pp | 5156.19%-5075.4pp | 578.58%-497.8pp |
| Employer contribution / active EE | $4,240 | $5,256-19.3% | $4,696-9.7% | $4,876-13.1% |
| Participant deferral / active EE | $8,800 | $6,631+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |