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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 | $9,615 | $84,685-88.6% | $73,836-87.0% | $125,389-92.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.19% | 3123.80%-3125.0pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,603 | $3,123-48.7% | $2,787-42.5% | $4,866-67.1% |
| Participant deferral / active EE | $489 | $3,993-87.7% | $3,583-86.3% | $5,352-90.9% |
| Admin fee / account holder | $63 | $5,694-98.9% | $4,882-98.7% | $9,541-99.3% |