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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 | $753 | $81,763-99.1% | $58,561-98.7% | $139,466-99.5% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.6pp |
| Annual return | 153.63% | 7427.77%-7274.1pp | 4251.33%-4097.7pp | 373.66%-220.0pp |
| Employer contribution / active EE | $189 | $1,398-86.5% | $1,053-82.1% | $4,754-96.0% |
| Participant deferral / active EE | $658 | $2,555-74.3% | $1,923-65.8% | $6,712-90.2% |
| Admin fee / account holder | $5 | $3,273-99.8% | $2,520-99.8% | $11,409-100.0% |