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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 | $4,847 | $67,352-92.8% | $60,899-92.0% | $134,509-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.85% | 49.99%-68.8pp | 16.92%-35.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $565 | $4,539-87.6% | $3,817-85.2% | $6,400-91.2% |
| Admin fee / account holder | $23 | $4,585-99.5% | $3,225-99.3% | $11,427-99.8% |