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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 | $33,819 | $161,852-79.1% | $92,240-63.3% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 17.91% | 7.35%+10.6pp | 176.29%-158.4pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,680-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |