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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 | $7,756 | $978,005-99.2% | $477,111-98.4% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 88.9%-88.9pp | - |
| Annual return | -2.10% | -19.56%+17.5pp | 101.90%-104.0pp | - |
| Employer contribution / active EE | $0 | $438-100.0% | $8,708-100.0% | - |
| Participant deferral / active EE | $0 | $3,002-100.0% | $7,539-100.0% | - |
| Admin fee / account holder | $167 | $29,052-99.4% | $42,132-99.6% | - |