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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 | $121,276 | $564,969-78.5% | $121,2760% | $564,969-78.5% |
| Participation rate | 0.0% | 88.5%-88.5pp | - | 88.5%-88.5pp |
| Annual return | 4.00% | 7.52%-3.5pp | -48.00%+52.0pp | 7.52%-3.5pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | - | $26,761-100.0% |
| Participant deferral / active EE | $0 | $6,006-100.0% | - | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,215-100.0% | $0 | $17,215-100.0% |