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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 | $1,315 | $92,743-98.6% | $82,744-98.4% | $134,532-99.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.21% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $433 | $3,273-86.8% | $3,008-85.6% | $4,741-90.9% |
| Participant deferral / active EE | $543 | $4,802-88.7% | $4,395-87.6% | $6,401-91.5% |
| Admin fee / account holder | $183 | $5,977-96.9% | $5,325-96.6% | $11,429-98.4% |