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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 | $14,202 | $112,121-87.3% | $95,960-85.2% | $158,966-91.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12398.37% | 171.16%+12227.2pp | 91.63%+12306.7pp | 302.95%+12095.4pp |
| Employer contribution / active EE | $7,727 | $3,199+141.5% | $2,541+204.1% | $4,762+62.3% |
| Participant deferral / active EE | $3,190 | $4,784-33.3% | $4,167-23.4% | $5,983-46.7% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |