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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 | $2,533 | $45,152-94.4% | $73,836-96.6% | $59,633-95.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.28% | 27.40%-29.7pp | 2268.06%-2270.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $204 | $1,901-89.3% | $2,787-92.7% | $2,203-90.7% |
| Participant deferral / active EE | $490 | $2,573-81.0% | $3,583-86.3% | $3,192-84.6% |
| Admin fee / account holder | $5 | $3,515-99.9% | $4,882-99.9% | $4,297-99.9% |