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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 | $18,721 | $83,681-77.6% | $82,312-77.3% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 76.9%-76.9pp | - |
| Annual return | 12.99% | 13.76%-0.8pp | 25.88%-12.9pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $0 | $2,851-100.0% | $3,706-100.0% | - |
| Admin fee / account holder | $15 | $3,032-99.5% | $5,608-99.7% | - |