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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,064 | $84,685-92.8% | $73,836-91.8% | $125,389-95.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.43% | 3123.80%-3122.4pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,601 | $3,123-16.7% | $2,787-6.7% | $4,866-46.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $250 | $5,694-95.6% | $4,882-94.9% | $9,541-97.4% |