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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 | $11,547 | $45,152-74.4% | $73,836-84.4% | $59,633-80.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.70% | 27.40%-29.1pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $623 | $1,901-67.2% | $2,787-77.6% | $2,203-71.7% |
| Participant deferral / active EE | $506 | $2,573-80.3% | $3,583-85.9% | $3,192-84.1% |
| Admin fee / account holder | $12 | $3,515-99.7% | $4,882-99.8% | $4,297-99.7% |