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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 | $304 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 88.9% | 64.7%+24.2pp | 57.0%+31.8pp | 80.7%+8.2pp |
| Annual return | 35.78% | 28.25%+7.5pp | 29.72%+6.1pp | 172.34%-136.6pp |
| Employer contribution / active EE | $94 | $1,257-92.5% | $1,032-90.9% | $4,379-97.8% |
| Participant deferral / active EE | $273 | $2,527-89.2% | $2,062-86.8% | $6,730-95.9% |
| Admin fee / account holder | $16 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |