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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 | $683 | $76,608-99.1% | $56,077-98.8% | $145,877-99.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 18.61% | 3009.59%-2991.0pp | 1709.28%-1690.7pp | 551.28%-532.7pp |
| Employer contribution / active EE | $129 | $1,382-90.7% | $1,040-87.6% | $4,663-97.2% |
| Participant deferral / active EE | $515 | $2,624-80.4% | $1,954-73.7% | $6,691-92.3% |
| Admin fee / account holder | $3 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |