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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 | $300 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 94.7% | 64.7%+30.1pp | 57.0%+37.7pp | 80.7%+14.0pp |
| Annual return | 45.32% | 28.25%+17.1pp | 29.72%+15.6pp | 172.34%-127.0pp |
| Employer contribution / active EE | $96 | $1,257-92.3% | $1,032-90.7% | $4,379-97.8% |
| Participant deferral / active EE | $288 | $2,527-88.6% | $2,062-86.0% | $6,730-95.7% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |