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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 | $11,655 | $55,230-78.9% | $79,583-85.4% | - |
| Participation rate | 0.0% | 62.4%-62.4pp | 69.5%-69.5pp | - |
| Annual return | -15.48% | -17.05%+1.6pp | 0.16%-15.6pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,414-100.0% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $0 | $7,320-100.0% | $6,835-100.0% | - |