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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 | $852 | $76,608-98.9% | $56,077-98.5% | $145,877-99.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 13.93% | 3009.59%-2995.7pp | 1709.28%-1695.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $64 | $1,382-95.4% | $1,040-93.9% | $4,663-98.6% |
| Participant deferral / active EE | $261 | $2,624-90.0% | $1,954-86.6% | $6,691-96.1% |
| Admin fee / account holder | $4 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |