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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 | $14,665 | $164,139-91.1% | $155,567-90.6% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 8.58% | 19.45%-10.9pp | 64.74%-56.2pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,674-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,628-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,916-100.0% | - |