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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 | $12,090 | $225,135-94.6% | $123,894-90.2% | - |
| Participation rate | 0.0% | 69.5%-69.5pp | 81.4%-81.4pp | - |
| Annual return | 25.92% | 8.01%+17.9pp | 47.52%-21.6pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $245 | $19,833-98.8% | $8,357-97.1% | - |