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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 | $32,238 | $184,000-82.5% | $162,185-80.1% | $152,909-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.47% | 150.80%-122.3pp | 115.61%-87.1pp | 345.46%-317.0pp |
| Employer contribution / active EE | $2,400 | $6,370-62.3% | $5,613-57.2% | $4,764-49.6% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |