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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 | $1,205 | $81,749-98.5% | $58,544-97.9% | $139,456-99.1% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.4pp | 80.3%+12.0pp |
| Annual return | 32.29% | 7425.45%-7393.2pp | 4249.56%-4217.3pp | 373.45%-341.2pp |
| Employer contribution / active EE | $617 | $1,398-55.9% | $1,053-41.4% | $4,753-87.0% |
| Participant deferral / active EE | $983 | $2,555-61.5% | $1,923-48.9% | $6,711-85.3% |
| Admin fee / account holder | $64 | $3,272-98.1% | $2,520-97.5% | $11,407-99.4% |