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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 | $104,650-99.4% | $83,854-99.2% | $155,188-99.6% |
| Participation rate | 94.4% | 65.1%+29.4pp | 59.1%+35.3pp | 80.8%+13.6pp |
| Annual return | 32.81% | 28.97%+3.8pp | 31.39%+1.4pp | 148.84%-116.0pp |
| Employer contribution / active EE | $178 | $1,196-85.1% | $1,017-82.5% | $4,248-95.8% |
| Participant deferral / active EE | $529 | $2,367-77.7% | $2,035-74.0% | $6,531-91.9% |
| Admin fee / account holder | $59 | $3,518-98.3% | $3,197-98.1% | $14,480-99.6% |