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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 | $193,983 | $224,072-13.4% | $220,428-12.0% | $254,173-23.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 7.54% | 99.74%-92.2pp | 90.61%-83.1pp | 259.17%-251.6pp |
| Employer contribution / active EE | $33,333 | $35,080-5.0% | $32,730+1.8% | $41,471-19.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $263 | $13,610-98.1% | $12,805-97.9% | $21,502-98.8% |