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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 | $1,467 | $82,314-98.2% | $68,808-97.9% | $134,532-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.43% | -2.18%-17.3pp | -6.37%-13.1pp | 418.27%-437.7pp |
| Employer contribution / active EE | $484 | $3,301-85.3% | $2,656-81.8% | $4,741-89.8% |
| Participant deferral / active EE | $695 | $4,740-85.3% | $3,942-82.4% | $6,401-89.1% |
| Admin fee / account holder | $11 | $6,484-99.8% | $4,936-99.8% | $11,429-99.9% |