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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 | $2,102 | $108,285-98.1% | $77,552-97.3% | $158,982-98.7% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 57.31% | 31.69%+25.6pp | 54.82%+2.5pp | 302.99%-245.7pp |
| Employer contribution / active EE | $679 | $1,325-48.8% | $987-31.2% | $4,763-85.7% |
| Participant deferral / active EE | $736 | $2,455-70.0% | $1,861-60.4% | $5,983-87.7% |
| Admin fee / account holder | $72 | $3,709-98.1% | $2,859-97.5% | $11,252-99.4% |