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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 | $1,351 | $149,040-99.1% | $120,225-98.9% | $137,256-99.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.78% | 605.68%-580.9pp | 439.23%-414.4pp | 220.34%-195.6pp |
| Employer contribution / active EE | $478 | $4,350-89.0% | $3,475-86.2% | $4,156-88.5% |
| Participant deferral / active EE | $542 | $4,655-88.3% | $3,999-86.4% | $6,407-91.5% |
| Admin fee / account holder | $15 | $6,348-99.8% | $5,696-99.7% | $12,270-99.9% |