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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 | $9,584 | $202,387-95.3% | $57,196-83.2% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 4.85% | 10.83%-6.0pp | 14.59%-9.7pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,683-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $99 | $22,351-99.6% | $3,141-96.8% | - |