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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 | $304 | $67,823-99.6% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 35.78% | 219.11%-183.3pp | 302.12%-266.3pp | 220.34%-184.6pp |
| Employer contribution / active EE | $94 | $1,163-91.9% | $914-89.7% | $4,156-97.7% |
| Participant deferral / active EE | $273 | $2,288-88.1% | $1,790-84.8% | $6,407-95.7% |
| Admin fee / account holder | $16 | $2,844-99.4% | $2,495-99.4% | $12,270-99.9% |