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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 | $16,343 | $107,846-84.8% | $119,622-86.3% | - |
| Participation rate | 0.0% | 78.0%-78.0pp | 79.3%-79.3pp | - |
| Annual return | 0.01% | -15.20%+15.2pp | -14.98%+15.0pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,601-100.0% | - |
| Admin fee / account holder | $0 | $73,538-100.0% | $10,328-100.0% | - |