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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 | $8,712 | $181,004-95.2% | $123,973-93.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 76.7%-76.7pp | - |
| Annual return | 4.19% | 7.93%-3.7pp | 388.13%-383.9pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $4,126-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $5,247-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $11,799-100.0% | - |