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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 | $466 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 95.5% | 63.9%+31.5pp | 55.6%+39.8pp | 80.0%+15.5pp |
| Annual return | 38.90% | 219.11%-180.2pp | 302.12%-263.2pp | 220.34%-181.4pp |
| Employer contribution / active EE | $154 | $1,163-86.8% | $914-83.1% | $4,156-96.3% |
| Participant deferral / active EE | $434 | $2,288-81.0% | $1,790-75.8% | $6,407-93.2% |
| Admin fee / account holder | $10 | $2,844-99.6% | $2,495-99.6% | $12,270-99.9% |