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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 | $21,750 | $150,447-85.5% | $136,298-84.0% | $147,586-85.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.42% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,976 | $5,256+51.7% | $4,696+69.9% | $4,876+63.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $72 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |