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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 | $1,161 | $76,522-98.5% | $56,033-97.9% | $145,884-99.2% |
| Participation rate | 70.6% | 63.2%+7.4pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 17.19% | 3014.28%-2997.1pp | 1711.38%-1694.2pp | 551.85%-534.7pp |
| Employer contribution / active EE | $125 | $1,382-90.9% | $1,041-88.0% | $4,662-97.3% |
| Participant deferral / active EE | $501 | $2,624-80.9% | $1,954-74.3% | $6,690-92.5% |
| Admin fee / account holder | $5 | $3,328-99.9% | $2,827-99.8% | $13,392-100.0% |