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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 | $306 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 86.4% | 63.9%+22.5pp | 55.6%+30.7pp | 80.0%+6.4pp |
| Annual return | 44.04% | 219.11%-175.1pp | 302.12%-258.1pp | 220.34%-176.3pp |
| Employer contribution / active EE | $116 | $1,163-90.0% | $914-87.3% | $4,156-97.2% |
| Participant deferral / active EE | $306 | $2,288-86.6% | $1,790-82.9% | $6,407-95.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |