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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 | $643 | $69,118-99.1% | $53,647-98.8% | $138,895-99.5% |
| Participation rate | 94.4% | 64.0%+30.5pp | 56.3%+38.2pp | 79.9%+14.5pp |
| Annual return | 32.81% | 248.26%-215.5pp | 358.33%-325.5pp | 145.39%-112.6pp |
| Employer contribution / active EE | $178 | $1,189-85.0% | $962-81.5% | $4,194-95.7% |
| Participant deferral / active EE | $529 | $2,274-76.7% | $1,813-70.8% | $6,396-91.7% |
| Admin fee / account holder | $59 | $2,724-97.8% | $2,460-97.6% | $12,562-99.5% |