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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 | $6,991 | $81,070-91.4% | $86,582-91.9% | - |
| Participation rate | 0.0% | 69.8%-69.8pp | 73.5%-73.5pp | - |
| Annual return | 13.62% | 13.68%-0.1pp | 965.08%-951.5pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,839-100.0% | - |
| Participant deferral / active EE | $0 | $3,009-100.0% | $3,609-100.0% | - |
| Admin fee / account holder | $46 | $2,785-98.3% | $4,904-99.1% | - |