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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 | $213,399 | $284,260-24.9% | $284,260-24.9% | $418,949-49.1% |
| Participation rate | 100.0% | 25.8%+74.2pp | 17.2%+82.8pp | 35.7%+64.3pp |
| Annual return | 18.90% | 53.10%-34.2pp | 44.37%-25.5pp | 15.19%+3.7pp |
| Employer contribution / active EE | $13,333 | $40,936-67.4% | $36,004-63.0% | $34,877-61.8% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $181 | $266,169-99.9% | $266,169-99.9% | $50,584-99.6% |