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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 | $13,701 | $171,867-92.0% | $149,721-90.8% | $147,586-90.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 52.16% | 2113.36%-2061.2pp | 1501.67%-1449.5pp | 578.59%-526.4pp |
| Employer contribution / active EE | $2,217 | $6,275-64.7% | $5,444-59.3% | $4,876-54.5% |
| Participant deferral / active EE | $7,744 | $7,270+6.5% | $6,568+17.9% | $5,439+42.4% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |