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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 | $104,650-99.6% | $83,854-99.4% | $155,188-99.7% |
| Participation rate | 95.5% | 65.1%+30.4pp | 59.1%+36.3pp | 80.8%+14.7pp |
| Annual return | 38.90% | 28.97%+9.9pp | 31.39%+7.5pp | 148.84%-109.9pp |
| Employer contribution / active EE | $154 | $1,196-87.1% | $1,017-84.9% | $4,248-96.4% |
| Participant deferral / active EE | $434 | $2,367-81.7% | $2,035-78.7% | $6,531-93.4% |
| Admin fee / account holder | $10 | $3,518-99.7% | $3,197-99.7% | $14,480-99.9% |