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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 | $26,721 | $209,847-87.3% | $189,520-85.9% | $167,518-84.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 89.65% | 748.45%-658.8pp | 555.25%-465.6pp | 478.71%-389.1pp |
| Employer contribution / active EE | $8,596 | $6,913+24.3% | $6,161+39.5% | $4,838+77.7% |
| Participant deferral / active EE | $13,656 | $8,934+52.9% | $8,220+66.1% | $6,342+115.3% |
| Admin fee / account holder | $7 | $14,295-100.0% | $12,046-99.9% | $12,312-99.9% |