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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 | $810 | $67,823-98.8% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 52.12% | 219.11%-167.0pp | 302.12%-250.0pp | 220.34%-168.2pp |
| Employer contribution / active EE | $551 | $1,163-52.6% | $914-39.7% | $4,156-86.7% |
| Participant deferral / active EE | $499 | $2,288-78.2% | $1,790-72.2% | $6,407-92.2% |
| Admin fee / account holder | $22 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |