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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 | $24,974 | $266,879-90.6% | $149,721-83.3% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 17.60% | 8.05%+9.5pp | 1501.67%-1484.1pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,444-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,568-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,282-100.0% | - |