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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 | $5,111 | $84,685-94.0% | $73,836-93.1% | $125,389-95.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.51% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,154 | $3,123-63.0% | $2,787-58.6% | $4,866-76.3% |
| Participant deferral / active EE | $67 | $3,993-98.3% | $3,583-98.1% | $5,352-98.8% |
| Admin fee / account holder | $288 | $5,694-94.9% | $4,882-94.1% | $9,541-97.0% |