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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 | $643 | $67,823-99.1% | $52,425-98.8% | $137,256-99.5% |
| Participation rate | 94.4% | 63.9%+30.5pp | 55.6%+38.8pp | 80.0%+14.5pp |
| Annual return | 32.81% | 219.11%-186.3pp | 302.12%-269.3pp | 220.34%-187.5pp |
| Employer contribution / active EE | $178 | $1,163-84.7% | $914-80.5% | $4,156-95.7% |
| Participant deferral / active EE | $529 | $2,288-76.9% | $1,790-70.5% | $6,407-91.7% |
| Admin fee / account holder | $59 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |