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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 | $40,147 | $147,711-72.8% | $147,318-72.7% | - |
| Participation rate | 0.0% | 70.2%-70.2pp | 82.1%-82.1pp | - |
| Annual return | 2.33% | 31.99%-29.7pp | 70.43%-68.1pp | - |
| Employer contribution / active EE | $0 | $3,469-100.0% | $4,593-100.0% | - |
| Participant deferral / active EE | $0 | $6,213-100.0% | $7,906-100.0% | - |
| Admin fee / account holder | $0 | $9,311-100.0% | $13,708-100.0% | - |