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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 | $18,135 | $198,462-90.9% | $170,439-89.4% | $147,585-87.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 159.67% | 257.30%-97.6pp | 205.94%-46.3pp | 578.58%-418.9pp |
| Employer contribution / active EE | $2,357 | $6,184-61.9% | $5,433-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $3,369 | $5,629-40.2% | $4,939-31.8% | $5,439-38.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |