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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 | $16,568 | $67,459-75.4% | $74,184-77.7% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 76.6%-76.6pp | - |
| Annual return | 6.32% | 3.47%+2.9pp | 17.74%-11.4pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $0 | $9,869-100.0% | $5,586-100.0% | - |