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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 | $782 | $108,226-99.3% | $77,513-99.0% | $158,950-99.5% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 71.49% | 31.67%+39.8pp | 54.81%+16.7pp | 302.91%-231.4pp |
| Employer contribution / active EE | $433 | $1,325-67.3% | $987-56.1% | $4,762-90.9% |
| Participant deferral / active EE | $439 | $2,456-82.1% | $1,861-76.4% | $5,983-92.7% |
| Admin fee / account holder | $8 | $3,710-99.8% | $2,859-99.7% | $11,248-99.9% |