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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 | $658 | $81,763-99.2% | $58,561-98.9% | $139,466-99.5% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.6pp |
| Annual return | 41.05% | 7427.77%-7386.7pp | 4251.33%-4210.3pp | 373.66%-332.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $347 | $2,555-86.4% | $1,923-81.9% | $6,712-94.8% |
| Admin fee / account holder | $2 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |