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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 | $634 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 95.5% | 64.7%+30.8pp | 57.0%+38.4pp | 80.7%+14.8pp |
| Annual return | 71.85% | 28.25%+43.6pp | 29.72%+42.1pp | 172.34%-100.5pp |
| Employer contribution / active EE | $141 | $1,257-88.8% | $1,032-86.3% | $4,379-96.8% |
| Participant deferral / active EE | $1,155 | $2,527-54.3% | $2,062-44.0% | $6,730-82.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |