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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 | $2,173 | $95,979-97.7% | $74,551-97.1% | $135,380-98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.86% | 56.97%-59.8pp | 32.53%-35.4pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,267 | $2,716-53.4% | $1,961-35.4% | $4,779-73.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,059-99.9% | $10,828-100.0% |