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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 | $539 | $29,319-98.2% | $52,425-99.0% | $82,448-99.3% |
| Participation rate | 92.1% | 46.9%+45.3pp | 55.6%+36.5pp | 68.1%+24.0pp |
| Annual return | 36.60% | 535.20%-498.6pp | 302.12%-265.5pp | 41.64%-5.0pp |
| Employer contribution / active EE | $165 | $586-71.9% | $914-82.0% | $2,551-93.5% |
| Participant deferral / active EE | $393 | $1,171-66.4% | $1,790-78.0% | $4,139-90.5% |
| Admin fee / account holder | $42 | $1,962-97.9% | $2,495-98.3% | $7,234-99.4% |