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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 | $66,483 | $415,031-84.0% | $209,859-68.3% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | - |
| Annual return | 0.35% | 15.23%-14.9pp | 4.16%-3.8pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,966-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $13,952-100.0% | - |