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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 | $9,683 | $84,684-88.6% | $73,835-86.9% | $125,388-92.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.64% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,083 | $3,123-65.3% | $2,788-61.2% | $4,866-77.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $38 | $5,691-99.3% | $4,880-99.2% | $9,541-99.6% |