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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 | $5,806 | $92,766-93.7% | $82,763-93.0% | $134,545-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 946.97%-963.0pp | 702.45%-718.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,346 | $3,273-28.3% | $3,008-22.0% | $4,742-50.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |