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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 | $17,470 | $411,933-95.8% | $130,660-86.6% | - |
| Participation rate | 0.0% | 58.7%-58.7pp | 71.7%-71.7pp | - |
| Annual return | 5.01% | 4.27%+0.7pp | 1709.29%-1704.3pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $4,092-100.0% | - |
| Participant deferral / active EE | $0 | $2,902-100.0% | $3,603-100.0% | - |
| Admin fee / account holder | $0 | $16,936-100.0% | $5,463-100.0% | - |