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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 | $11,781 | $48,274-75.6% | $63,244-81.4% | $59,633-80.2% |
| Participation rate | 89.7% | 66.3%+23.3pp | 71.0%+18.6pp | 68.7%+21.0pp |
| Annual return | -2.11% | -240.79%+238.7pp | -70.31%+68.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $9,740 | $1,586+514.0% | $2,322+319.5% | $2,203+342.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $82 | $3,600-97.7% | $5,893-98.6% | $4,297-98.1% |