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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 | $804 | $76,608-99.0% | $56,077-98.6% | $145,877-99.4% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 6.98% | 3009.59%-3002.6pp | 1709.28%-1702.3pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $559 | $2,624-78.7% | $1,954-71.4% | $6,691-91.6% |
| Admin fee / account holder | $4 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |