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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 | $775 | $69,118-98.9% | $53,647-98.6% | $138,895-99.4% |
| Participation rate | 77.8% | 64.0%+13.8pp | 56.3%+21.5pp | 79.9%-2.1pp |
| Annual return | 27.00% | 248.26%-221.3pp | 358.33%-331.3pp | 145.39%-118.4pp |
| Employer contribution / active EE | $359 | $1,189-69.8% | $962-62.7% | $4,194-91.4% |
| Participant deferral / active EE | $232 | $2,274-89.8% | $1,813-87.2% | $6,396-96.4% |
| Admin fee / account holder | $13 | $2,724-99.5% | $2,460-99.5% | $12,562-99.9% |