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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 | $760 | $67,823-98.9% | $52,425-98.6% | $137,256-99.4% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 24.70% | 219.11%-194.4pp | 302.12%-277.4pp | 220.34%-195.6pp |
| Employer contribution / active EE | $111 | $1,163-90.5% | $914-87.9% | $4,156-97.3% |
| Participant deferral / active EE | $444 | $2,288-80.6% | $1,790-75.2% | $6,407-93.1% |
| Admin fee / account holder | $4 | $2,844-99.9% | $2,495-99.8% | $12,270-100.0% |