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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 | $961 | $81,668-98.8% | $58,507-98.4% | $139,487-99.3% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 115.83% | 7430.07%-7314.2pp | 4252.32%-4136.5pp | 373.84%-258.0pp |
| Employer contribution / active EE | $591 | $1,398-57.7% | $1,053-43.9% | $4,755-87.6% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |