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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 | $1,350 | $108,201-98.8% | $77,498-98.3% | $158,931-99.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 54.55% | 31.68%+22.9pp | 54.79%-0.2pp | 302.86%-248.3pp |
| Employer contribution / active EE | $370 | $1,325-72.1% | $987-62.5% | $4,761-92.2% |
| Participant deferral / active EE | $484 | $2,457-80.3% | $1,861-74.0% | $5,982-91.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,858-100.0% | $11,247-100.0% |