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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 | $1,104 | $108,285-99.0% | $77,552-98.6% | $158,982-99.3% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.7pp |
| Annual return | 104.60% | 31.69%+72.9pp | 54.82%+49.8pp | 302.99%-198.4pp |
| Employer contribution / active EE | $513 | $1,325-61.3% | $987-48.0% | $4,763-89.2% |
| Participant deferral / active EE | $525 | $2,455-78.6% | $1,861-71.8% | $5,983-91.2% |
| Admin fee / account holder | $7 | $3,709-99.8% | $2,859-99.8% | $11,252-99.9% |