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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 | $16,665 | $96,123-82.7% | $77,361-78.5% | $198,609-91.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 332.52% | 2054.81%-1722.3pp | 1011.54%-679.0pp | 202.70%+129.8pp |
| Employer contribution / active EE | $5,002 | $3,791+32.0% | $2,990+67.3% | $5,055-1.0% |
| Participant deferral / active EE | $5,034 | $4,975+1.2% | $3,911+28.7% | $6,977-27.8% |
| Admin fee / account holder | $67 | $9,471-99.3% | $5,894-98.9% | $19,030-99.7% |