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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 | $322 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 87.5% | 65.1%+22.4pp | 59.1%+28.4pp | 80.8%+6.7pp |
| Annual return | 168.26% | 28.97%+139.3pp | 31.39%+136.9pp | 148.84%+19.4pp |
| Employer contribution / active EE | $3 | $1,196-99.7% | $1,017-99.7% | $4,248-99.9% |
| Participant deferral / active EE | $354 | $2,367-85.0% | $2,035-82.6% | $6,531-94.6% |
| Admin fee / account holder | $5 | $3,518-99.8% | $3,197-99.8% | $14,480-100.0% |