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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 | $4,738 | $74,616-93.6% | $90,461-94.8% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 5.67% | 7.61%-1.9pp | 1294.76%-1289.1pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,264-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,964-100.0% | - |
| Admin fee / account holder | $0 | $4,675-100.0% | $5,617-100.0% | - |