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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 | $1,827 | $108,285-98.3% | $77,552-97.6% | $158,982-98.9% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 135.17% | 31.69%+103.5pp | 54.82%+80.4pp | 302.99%-167.8pp |
| Employer contribution / active EE | $881 | $1,325-33.5% | $987-10.7% | $4,763-81.5% |
| Participant deferral / active EE | $163 | $2,455-93.4% | $1,861-91.2% | $5,983-97.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |