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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 | $466 | $94,439-99.5% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 95.5% | 64.7%+30.8pp | 57.0%+38.4pp | 80.7%+14.8pp |
| Annual return | 38.90% | 28.25%+10.7pp | 29.72%+9.2pp | 172.34%-133.4pp |
| Employer contribution / active EE | $154 | $1,257-87.7% | $1,032-85.1% | $4,379-96.5% |
| Participant deferral / active EE | $434 | $2,527-82.8% | $2,062-79.0% | $6,730-93.6% |
| Admin fee / account holder | $10 | $3,843-99.7% | $3,357-99.7% | $14,365-99.9% |