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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 | $4,869 | $146,867-96.7% | $117,039-95.8% | - |
| Participation rate | 0.0% | 71.8%-71.8pp | 77.2%-77.2pp | - |
| Annual return | 12.71% | 5.28%+7.4pp | 18.95%-6.2pp | - |
| Employer contribution / active EE | $0 | $1,814-100.0% | $3,785-100.0% | - |
| Participant deferral / active EE | $0 | $3,165-100.0% | $3,929-100.0% | - |
| Admin fee / account holder | $0 | $9,846-100.0% | $5,974-100.0% | - |