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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 | $6,753 | $332,085-98.0% | $149,717-95.5% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 9.64% | 51.04%-41.4pp | 134.41%-124.8pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,820-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $0 | $47,995-100.0% | $13,213-100.0% | - |