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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 | $290 | $67,823-99.6% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 40.63% | 219.11%-178.5pp | 302.12%-261.5pp | 220.34%-179.7pp |
| Employer contribution / active EE | $151 | $1,163-87.0% | $914-83.5% | $4,156-96.4% |
| Participant deferral / active EE | $305 | $2,288-86.7% | $1,790-83.0% | $6,407-95.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |