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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 | $12,533 | $150,447-91.7% | $136,298-90.8% | $147,586-91.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 58.34% | 1049.15%-990.8pp | 5156.27%-5097.9pp | 578.59%-520.3pp |
| Employer contribution / active EE | $5,880 | $5,256+11.9% | $4,696+25.2% | $4,876+20.6% |
| Participant deferral / active EE | $3,277 | $6,631-50.6% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |