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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 | $1,177 | $76,522-98.5% | $56,033-97.9% | $145,884-99.2% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 20.73% | 3014.28%-2993.6pp | 1711.38%-1690.6pp | 551.85%-531.1pp |
| Employer contribution / active EE | $167 | $1,382-87.9% | $1,041-83.9% | $4,662-96.4% |
| Participant deferral / active EE | $692 | $2,624-73.6% | $1,954-64.6% | $6,690-89.7% |
| Admin fee / account holder | $7 | $3,328-99.8% | $2,827-99.8% | $13,392-100.0% |