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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 | $16,045 | $51,355-68.8% | $90,970-82.4% | - |
| Participation rate | 0.0% | 56.3%-56.3pp | 69.0%-69.0pp | - |
| Annual return | 0.00% | 22.61%-22.6pp | 134.60%-134.6pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,373-100.0% | - |
| Admin fee / account holder | $0 | $7,937-100.0% | $5,961-100.0% | - |