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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 | $85,949 | $233,564-63.2% | $128,366-33.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 12.50% | 28.83%-16.3pp | 9.39%+3.1pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $33,466-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $657-100.0% | - |
| Admin fee / account holder | $75 | $24,504-99.7% | $2,132-96.5% | - |