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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 | $467 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 20.63% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $306 | $2,288-86.6% | $1,790-82.9% | $6,407-95.2% |
| Admin fee / account holder | $80 | $2,844-97.2% | $2,495-96.8% | $12,270-99.4% |