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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 | $5,423 | $48,274-88.8% | $63,244-91.4% | $59,633-90.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.02% | -240.79%+239.8pp | -70.31%+69.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $544 | $1,586-65.7% | $2,322-76.6% | $2,203-75.3% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $86 | $3,600-97.6% | $5,893-98.5% | $4,297-98.0% |