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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 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 85.0% | 65.1%+19.9pp | 59.1%+25.9pp | 80.8%+4.2pp |
| Annual return | 42.97% | 28.97%+14.0pp | 31.39%+11.6pp | 148.84%-105.9pp |
| Employer contribution / active EE | $145 | $1,196-87.9% | $1,017-85.7% | $4,248-96.6% |
| Participant deferral / active EE | $385 | $2,367-83.7% | $2,035-81.1% | $6,531-94.1% |
| Admin fee / account holder | $6 | $3,518-99.8% | $3,197-99.8% | $14,480-100.0% |