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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 | $12,969 | $91,418-85.8% | $87,104-85.1% | - |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.9%-76.9pp | - |
| Annual return | 28.53% | 14.06%+14.5pp | 28.19%+0.3pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $19 | $8,929-99.8% | $7,491-99.7% | - |