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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 | $381 | $104,650-99.6% | $83,854-99.5% | $155,188-99.8% |
| Participation rate | 93.3% | 65.1%+28.3pp | 59.1%+34.2pp | 80.8%+12.5pp |
| Annual return | 37.98% | 28.97%+9.0pp | 31.39%+6.6pp | 148.84%-110.9pp |
| Employer contribution / active EE | $164 | $1,196-86.3% | $1,017-83.9% | $4,248-96.1% |
| Participant deferral / active EE | $393 | $2,367-83.4% | $2,035-80.7% | $6,531-94.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |