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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 | $958 | $81,668-98.8% | $58,507-98.4% | $139,487-99.3% |
| Participation rate | 82.4% | 61.3%+21.0pp | 50.9%+31.5pp | 80.3%+2.0pp |
| Annual return | 87.28% | 7430.07%-7342.8pp | 4252.32%-4165.0pp | 373.84%-286.6pp |
| Employer contribution / active EE | $147 | $1,398-89.5% | $1,053-86.0% | $4,755-96.9% |
| Participant deferral / active EE | $575 | $2,554-77.5% | $1,922-70.1% | $6,713-91.4% |
| Admin fee / account holder | $2 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |