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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 | $12,113 | $138,114-91.2% | $125,391-90.3% | $134,545-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1978.33% | 750.88%+1227.4pp | 572.41%+1405.9pp | 418.37%+1560.0pp |
| Employer contribution / active EE | $2,452 | $5,246-53.3% | $4,816-49.1% | $4,742-48.3% |
| Participant deferral / active EE | $4,814 | $7,801-38.3% | $7,448-35.4% | $6,401-24.8% |
| Admin fee / account holder | $89 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |