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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 | $634 | $67,823-99.1% | $52,425-98.8% | $137,256-99.5% |
| Participation rate | 95.5% | 63.9%+31.5pp | 55.6%+39.8pp | 80.0%+15.5pp |
| Annual return | 71.85% | 219.11%-147.3pp | 302.12%-230.3pp | 220.34%-148.5pp |
| Employer contribution / active EE | $141 | $1,163-87.9% | $914-84.6% | $4,156-96.6% |
| Participant deferral / active EE | $1,155 | $2,288-49.5% | $1,790-35.5% | $6,407-82.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |