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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 | $20,307 | $56,197-63.9% | $67,652-70.0% | $59,633-65.9% |
| Participation rate | 84.4% | 71.5%+13.0pp | 75.7%+8.8pp | 68.7%+15.8pp |
| Annual return | 2.50% | 18508.10%-18505.6pp | 6625.40%-6622.9pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $2,615 | $1,615+62.0% | $2,266+15.4% | $2,203+18.7% |
| Participant deferral / active EE | $5,443 | $2,844+91.4% | $3,560+52.9% | $3,192+70.5% |
| Admin fee / account holder | $74 | $3,958-98.1% | $4,821-98.5% | $4,297-98.3% |