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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 | $539 | $36,948-98.5% | $73,658-99.3% | $87,485-99.4% |
| Participation rate | 92.1% | 46.8%+45.3pp | 57.0%+35.1pp | 68.9%+23.2pp |
| Annual return | 36.60% | 28.64%+8.0pp | 29.72%+6.9pp | 26.06%+10.5pp |
| Employer contribution / active EE | $165 | $670-75.4% | $1,032-84.0% | $2,596-93.7% |
| Participant deferral / active EE | $393 | $1,379-71.5% | $2,062-80.9% | $4,274-90.8% |
| Admin fee / account holder | $42 | $2,531-98.3% | $3,357-98.7% | $7,775-99.5% |