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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 | $4,217 | $104,663-96.0% | $106,619-96.0% | - |
| Participation rate | 0.0% | 48.9%-48.9pp | 78.0%-78.0pp | - |
| Annual return | 11.23% | 2.51%+8.7pp | 9.42%+1.8pp | - |
| Employer contribution / active EE | $0 | $883-100.0% | $3,947-100.0% | - |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,930-100.0% | - |
| Admin fee / account holder | $0 | $3,531-100.0% | $6,418-100.0% | - |