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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 | $680 | $81,749-99.2% | $58,544-98.8% | $139,456-99.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.78% | 7425.45%-7415.7pp | 4249.56%-4239.8pp | 373.45%-363.7pp |
| Employer contribution / active EE | $160 | $1,398-88.5% | $1,053-84.8% | $4,753-96.6% |
| Participant deferral / active EE | $276 | $2,555-89.2% | $1,923-85.7% | $6,711-95.9% |
| Admin fee / account holder | $52 | $3,272-98.4% | $2,520-97.9% | $11,407-99.5% |