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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 | $869 | $76,608-98.9% | $56,077-98.5% | $145,877-99.4% |
| Participation rate | 70.6% | 63.2%+7.3pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 16.28% | 3009.59%-2993.3pp | 1709.28%-1693.0pp | 551.28%-535.0pp |
| Employer contribution / active EE | $123 | $1,382-91.1% | $1,040-88.2% | $4,663-97.4% |
| Participant deferral / active EE | $493 | $2,624-81.2% | $1,954-74.8% | $6,691-92.6% |
| Admin fee / account holder | $168 | $3,325-94.9% | $2,825-94.0% | $13,402-98.7% |