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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 | $1,297 | $96,678-98.7% | $86,640-98.5% | $139,466-99.1% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 32.13% | 106.69%-74.6pp | 592.52%-560.4pp | 373.66%-341.5pp |
| Employer contribution / active EE | $571 | $3,265-82.5% | $3,024-81.1% | $4,754-88.0% |
| Participant deferral / active EE | $955 | $4,837-80.3% | $4,438-78.5% | $6,712-85.8% |
| Admin fee / account holder | $87 | $6,410-98.6% | $5,616-98.5% | $11,409-99.2% |