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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 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 88.9% | 65.1%+23.8pp | 59.1%+29.8pp | 80.8%+8.1pp |
| Annual return | 35.78% | 28.97%+6.8pp | 31.39%+4.4pp | 148.84%-113.1pp |
| Employer contribution / active EE | $94 | $1,196-92.1% | $1,017-90.7% | $4,248-97.8% |
| Participant deferral / active EE | $273 | $2,367-88.5% | $2,035-86.6% | $6,531-95.8% |
| Admin fee / account holder | $16 | $3,518-99.5% | $3,197-99.5% | $14,480-99.9% |