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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 | $5,366 | $90,617-94.1% | $79,476-93.2% | $135,382-96.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 24.35% | 977.57%-953.2pp | 718.21%-693.9pp | 519.77%-495.4pp |
| Employer contribution / active EE | $43 | $3,068-98.6% | $2,800-98.5% | $4,779-99.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35 | $5,907-99.4% | $5,113-99.3% | $10,829-99.7% |