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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 | $641 | $334,829-99.8% | $152,093-99.6% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 77.8%-77.8pp | - |
| Annual return | 5.25% | 11.73%-6.5pp | 66.36%-61.1pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $20 | $73,095-100.0% | $14,497-99.9% | - |