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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 | $5,930 | $90,606-93.5% | $79,466-92.5% | $135,379-95.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.76% | 977.69%-984.5pp | 718.28%-725.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,617 | $3,068-47.3% | $2,800-42.3% | $4,779-66.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $224 | $5,895-96.2% | $5,104-95.6% | $10,828-97.9% |