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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 | $810 | $94,439-99.1% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 52.12% | 28.25%+23.9pp | 29.72%+22.4pp | 172.34%-120.2pp |
| Employer contribution / active EE | $551 | $1,257-56.2% | $1,032-46.6% | $4,379-87.4% |
| Participant deferral / active EE | $499 | $2,527-80.3% | $2,062-75.8% | $6,730-92.6% |
| Admin fee / account holder | $22 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |