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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 | $947 | $103,008-99.1% | $90,304-99.0% | $152,897-99.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 43.52% | 95.22%-51.7pp | 78.13%-34.6pp | 345.43%-301.9pp |
| Employer contribution / active EE | $546 | $3,139-82.6% | $2,855-80.9% | $4,764-88.5% |
| Participant deferral / active EE | $838 | $4,281-80.4% | $3,885-78.4% | $5,851-85.7% |
| Admin fee / account holder | $1 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |