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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 | $3,928 | $52,385-92.5% | $57,349-93.2% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 75.1%-75.1pp | - |
| Annual return | 2.76% | 89.90%-87.1pp | 24.40%-21.6pp | - |
| Employer contribution / active EE | $0 | $2,300-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $2,423-100.0% | $3,162-100.0% | - |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,356-100.0% | - |