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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 | $290 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 40.63% | 28.25%+12.4pp | 29.72%+10.9pp | 172.34%-131.7pp |
| Employer contribution / active EE | $151 | $1,257-88.0% | $1,032-85.4% | $4,379-96.6% |
| Participant deferral / active EE | $305 | $2,527-87.9% | $2,062-85.2% | $6,730-95.5% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |