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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 | $306 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 86.4% | 64.7%+21.7pp | 57.0%+29.3pp | 80.7%+5.7pp |
| Annual return | 44.04% | 28.25%+15.8pp | 29.72%+14.3pp | 172.34%-128.3pp |
| Employer contribution / active EE | $116 | $1,257-90.8% | $1,032-88.7% | $4,379-97.3% |
| Participant deferral / active EE | $306 | $2,527-87.9% | $2,062-85.1% | $6,730-95.4% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |