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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 | $552 | $104,650-99.5% | $83,854-99.3% | $155,188-99.6% |
| Participation rate | 84.2% | 65.1%+19.1pp | 59.1%+25.1pp | 80.8%+3.4pp |
| Annual return | 15.37% | 28.97%-13.6pp | 31.39%-16.0pp | 148.84%-133.5pp |
| Employer contribution / active EE | $64 | $1,196-94.7% | $1,017-93.7% | $4,248-98.5% |
| Participant deferral / active EE | $325 | $2,367-86.3% | $2,035-84.0% | $6,531-95.0% |
| Admin fee / account holder | $38 | $3,518-98.9% | $3,197-98.8% | $14,480-99.7% |