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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 | $772 | $67,823-98.9% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 84.6% | 63.9%+20.7pp | 55.6%+29.0pp | 80.0%+4.7pp |
| Annual return | 22.13% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $69 | $1,163-94.1% | $914-92.5% | $4,156-98.3% |
| Participant deferral / active EE | $280 | $2,288-87.8% | $1,790-84.3% | $6,407-95.6% |
| Admin fee / account holder | $4 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |