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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 | $962 | $76,519-98.7% | $56,025-98.3% | $145,897-99.3% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.8pp | 80.3%+13.0pp |
| Annual return | 18.51% | 3017.03%-2998.5pp | 1712.69%-1694.2pp | 552.29%-533.8pp |
| Employer contribution / active EE | $173 | $1,383-87.5% | $1,042-83.4% | $4,663-96.3% |
| Participant deferral / active EE | $693 | $2,624-73.6% | $1,955-64.6% | $6,689-89.6% |
| Admin fee / account holder | $170 | $3,331-94.9% | $2,828-94.0% | $13,390-98.7% |