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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 | $6,940 | $564,480-98.8% | $103,982-93.3% | $564,480-98.8% |
| Participation rate | 0.0% | 89.1%-89.1pp | 73.2%-73.2pp | 89.1%-89.1pp |
| Annual return | -1.68% | -14.07%+12.4pp | -12.88%+11.2pp | -14.07%+12.4pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $11,125-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $10,413-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $5,542-100.0% | $27,140-100.0% |