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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 | $6,971 | $209,888-96.7% | $189,545-96.3% | $167,553-95.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.70% | 748.66%-725.0pp | 555.36%-531.7pp | 478.89%-455.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |