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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 | $1,130 | $76,608-98.5% | $56,077-98.0% | $145,877-99.2% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 16.84% | 3009.59%-2992.8pp | 1709.28%-1692.4pp | 551.28%-534.4pp |
| Employer contribution / active EE | $143 | $1,382-89.7% | $1,040-86.3% | $4,663-96.9% |
| Participant deferral / active EE | $804 | $2,624-69.4% | $1,954-58.8% | $6,691-88.0% |
| Admin fee / account holder | $13 | $3,325-99.6% | $2,825-99.5% | $13,402-99.9% |