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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 | $12,037 | $150,445-92.0% | $136,297-91.2% | $147,585-91.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 95.24% | 1049.14%-953.9pp | 5156.16%-5060.9pp | 578.57%-483.3pp |
| Employer contribution / active EE | $3,200 | $5,256-39.1% | $4,696-31.9% | $4,876-34.4% |
| Participant deferral / active EE | $5,680 | $6,631-14.3% | $6,247-9.1% | $5,439+4.4% |
| Admin fee / account holder | $19 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |