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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 | $337 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 85.0% | 64.7%+20.3pp | 57.0%+28.0pp | 80.7%+4.3pp |
| Annual return | 42.97% | 28.25%+14.7pp | 29.72%+13.2pp | 172.34%-129.4pp |
| Employer contribution / active EE | $145 | $1,257-88.5% | $1,032-85.9% | $4,379-96.7% |
| Participant deferral / active EE | $385 | $2,527-84.8% | $2,062-81.3% | $6,730-94.3% |
| Admin fee / account holder | $6 | $3,843-99.9% | $3,357-99.8% | $14,365-100.0% |