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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 | $13,578 | $334,829-95.9% | $152,093-91.1% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 77.8%-77.8pp | - |
| Annual return | 13.07% | 11.73%+1.3pp | 66.36%-53.3pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $27 | $73,095-100.0% | $14,497-99.8% | - |