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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 | $3,735 | $90,617-95.9% | $79,476-95.3% | $135,382-97.2% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.45% | 977.57%-987.0pp | 718.21%-727.7pp | 519.77%-529.2pp |
| Employer contribution / active EE | $204 | $3,068-93.4% | $2,800-92.7% | $4,779-95.7% |
| Participant deferral / active EE | $336 | $4,050-91.7% | $3,704-90.9% | $5,609-94.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |