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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 | $300 | $67,823-99.6% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 45.32% | 219.11%-173.8pp | 302.12%-256.8pp | 220.34%-175.0pp |
| Employer contribution / active EE | $96 | $1,163-91.7% | $914-89.5% | $4,156-97.7% |
| Participant deferral / active EE | $288 | $2,288-87.4% | $1,790-83.9% | $6,407-95.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |