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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 | $14,584 | $51,821-71.9% | $93,727-84.4% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 68.7%-68.7pp | - |
| Annual return | 9.72% | 11.30%-1.6pp | 133.83%-124.1pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,421-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,417-100.0% | - |
| Admin fee / account holder | $0 | $4,565-100.0% | $8,292-100.0% | - |