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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 | $1,059 | $76,634-98.6% | $56,054-98.1% | $145,978-99.3% |
| Participation rate | 70.6% | 63.2%+7.4pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 19.66% | 3004.33%-2984.7pp | 1705.95%-1686.3pp | 550.52%-530.9pp |
| Employer contribution / active EE | $155 | $1,380-88.8% | $1,039-85.1% | $4,662-96.7% |
| Participant deferral / active EE | $620 | $2,622-76.4% | $1,952-68.2% | $6,690-90.7% |
| Admin fee / account holder | $4 | $3,321-99.9% | $2,822-99.9% | $13,400-100.0% |