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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 | $639 | $67,823-99.1% | $52,425-98.8% | $137,256-99.5% |
| Participation rate | 88.2% | 63.9%+24.3pp | 55.6%+32.6pp | 80.0%+8.3pp |
| Annual return | 27.62% | 219.11%-191.5pp | 302.12%-274.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $238 | $2,288-89.6% | $1,790-86.7% | $6,407-96.3% |
| Admin fee / account holder | $79 | $2,844-97.2% | $2,495-96.8% | $12,270-99.4% |