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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 | $953 | $76,522-98.8% | $56,033-98.3% | $145,884-99.3% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 16.69% | 3014.28%-2997.6pp | 1711.38%-1694.7pp | 551.85%-535.2pp |
| Employer contribution / active EE | $121 | $1,382-91.3% | $1,041-88.4% | $4,662-97.4% |
| Participant deferral / active EE | $483 | $2,624-81.6% | $1,954-75.3% | $6,690-92.8% |
| Admin fee / account holder | $3 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |