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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 | $4,877 | $58,908-91.7% | $82,763-94.1% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -2.53% | -8.97%+6.4pp | 702.45%-705.0pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,008-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,325-100.0% | - |