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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 | $337 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 85.0% | 63.9%+21.1pp | 55.6%+29.4pp | 80.0%+5.0pp |
| Annual return | 42.97% | 219.11%-176.1pp | 302.12%-259.2pp | 220.34%-177.4pp |
| Employer contribution / active EE | $145 | $1,163-87.5% | $914-84.1% | $4,156-96.5% |
| Participant deferral / active EE | $385 | $2,288-83.2% | $1,790-78.5% | $6,407-94.0% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |