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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 | $1,108 | $76,522-98.6% | $56,033-98.0% | $145,884-99.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 3014.28%-2997.1pp | 1711.38%-1694.2pp | 551.85%-534.7pp |
| Employer contribution / active EE | $198 | $1,382-85.7% | $1,041-80.9% | $4,662-95.7% |
| Participant deferral / active EE | $793 | $2,624-69.8% | $1,954-59.4% | $6,690-88.1% |
| Admin fee / account holder | $86 | $3,328-97.4% | $2,827-97.0% | $13,392-99.4% |