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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 | $498 | $76,519-99.3% | $56,025-99.1% | $145,897-99.7% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 14.77% | 3017.03%-3002.3pp | 1712.69%-1697.9pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $288 | $2,624-89.0% | $1,955-85.3% | $6,689-95.7% |
| Admin fee / account holder | $40 | $3,331-98.8% | $2,828-98.6% | $13,390-99.7% |