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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 | $21,692 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 35.27% | 1049.15%-1013.9pp | 5156.27%-5121.0pp | 578.59%-543.3pp |
| Employer contribution / active EE | $4,426 | $5,256-15.8% | $4,696-5.7% | $4,876-9.2% |
| Participant deferral / active EE | $10,382 | $6,631+56.6% | $6,247+66.2% | $5,439+90.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |