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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 | $7,708 | $65,130-88.2% | $81,844-90.6% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 72.4%-72.4pp | - |
| Annual return | 14.93% | 13.17%+1.8pp | 778.87%-763.9pp | - |
| Employer contribution / active EE | $0 | $3,054-100.0% | $2,916-100.0% | - |
| Participant deferral / active EE | $0 | $3,258-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $0 | $2,232-100.0% | $7,355-100.0% | - |