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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 | $5,419 | $78,694-93.1% | $67,652-92.0% | $125,389-95.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.95% | 9.46%-10.4pp | 6625.40%-6626.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $955 | $3,044-68.6% | $2,266-57.8% | $4,866-80.4% |
| Participant deferral / active EE | $955 | $4,292-77.7% | $3,560-73.2% | $5,352-82.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |