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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 | $362,190-41.1% | $362,190-41.1% | $328,120-35.0% |
| Participation rate | 100.0% | 27.5%+72.5pp | 20.3%+79.7pp | 34.1%+65.9pp |
| Annual return | 18.90% | 77.19%-58.3pp | 64.23%-45.3pp | 13.02%+5.9pp |
| Employer contribution / active EE | $13,333 | $36,358-63.3% | $31,311-57.4% | $34,257-61.1% |
| Participant deferral / active EE | $0 | $274-100.0% | $251-100.0% | $62-100.0% |
| Admin fee / account holder | $181 | $354,836-99.9% | $354,836-99.9% | $39,117-99.5% |