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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 | $12,140 | $78,694-84.6% | $67,652-82.1% | $125,389-90.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.22% | 9.46%-12.7pp | 6625.40%-6628.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $749 | $4,292-82.6% | $3,560-79.0% | $5,352-86.0% |
| Admin fee / account holder | $265 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |