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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 | $19,880 | $60,243-67.0% | $86,656-77.1% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 26.69% | 59.27%-32.6pp | 593.09%-566.4pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,439-100.0% | - |
| Admin fee / account holder | $10 | $4,652-99.8% | $5,619-99.8% | - |