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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 | $497 | $94,439-99.5% | $73,658-99.3% | $154,746-99.7% |
| Participation rate | 91.3% | 64.7%+26.6pp | 57.0%+34.3pp | 80.7%+10.6pp |
| Annual return | 48.01% | 28.25%+19.8pp | 29.72%+18.3pp | 172.34%-124.3pp |
| Employer contribution / active EE | $173 | $1,257-86.3% | $1,032-83.3% | $4,379-96.1% |
| Participant deferral / active EE | $573 | $2,527-77.3% | $2,062-72.2% | $6,730-91.5% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |