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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 | $1,983 | $99,995-98.0% | $85,063-97.7% | $145,978-98.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.07% | 83.99%-41.9pp | 66.54%-24.5pp | 550.52%-508.4pp |
| Employer contribution / active EE | $794 | $3,231-75.4% | $2,727-70.9% | $4,662-83.0% |
| Participant deferral / active EE | $915 | $5,295-82.7% | $4,523-79.8% | $6,690-86.3% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |