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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 | $308 | $82,674-99.6% | $125,363-99.8% | $68,495-99.6% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $72 | $6,111-98.8% | $7,447-99.0% | $4,028-98.2% |
| Admin fee / account holder | $1 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |