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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 | $772 | $76,785-99.0% | $56,441-98.6% | $145,959-99.5% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 24.42% | 3000.51%-2976.1pp | 1704.21%-1679.8pp | 561.95%-537.5pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $538 | $2,624-79.5% | $1,953-72.5% | $6,689-92.0% |
| Admin fee / account holder | $26 | $3,334-99.2% | $2,829-99.1% | $13,398-99.8% |