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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 | $13,293 | $63,053-78.9% | $86,235-84.6% | - |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.0%-69.0pp | - |
| Annual return | 14.05% | 12.64%+1.4pp | 1170.03%-1156.0pp | - |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,381-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,987-100.0% | - |
| Admin fee / account holder | $0 | $4,609-100.0% | $6,856-100.0% | - |