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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 | $445 | $76,522-99.4% | $56,033-99.2% | $145,884-99.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 34.98% | 3014.28%-2979.3pp | 1711.38%-1676.4pp | 551.85%-516.9pp |
| Employer contribution / active EE | $111 | $1,382-92.0% | $1,041-89.3% | $4,662-97.6% |
| Participant deferral / active EE | $445 | $2,624-83.1% | $1,954-77.2% | $6,690-93.4% |
| Admin fee / account holder | $1 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |