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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 | $409 | $94,439-99.6% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 84.6% | 64.7%+19.9pp | 57.0%+27.6pp | 80.7%+3.9pp |
| Annual return | 36.59% | 28.25%+8.3pp | 29.72%+6.9pp | 172.34%-135.7pp |
| Employer contribution / active EE | $143 | $1,257-88.6% | $1,032-86.1% | $4,379-96.7% |
| Participant deferral / active EE | $303 | $2,527-88.0% | $2,062-85.3% | $6,730-95.5% |
| Admin fee / account holder | $5 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |