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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 | $16,538 | $212,469-92.2% | $477,209-96.5% | $254,173-93.5% |
| Participation rate | 100.0% | 29.4%+70.6pp | 10.2%+89.8pp | 43.0%+57.0pp |
| Annual return | 0.00% | -14.68%+14.7pp | -2.84%+2.8pp | 259.17%-259.2pp |
| Employer contribution / active EE | $16,538 | $47,728-65.4% | $33,329-50.4% | $41,471-60.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |