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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 | $803 | $87,016-99.1% | $63,244-98.7% | $125,389-99.4% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -0.42% | 21.71%-22.1pp | -70.31%+69.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |