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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 | $9,672 | $75,828-87.2% | $147,617-93.4% | $59,632-83.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.57% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $359 | $3,130-88.5% | $4,895-92.7% | $3,192-88.7% |
| Admin fee / account holder | $152 | $5,985-97.5% | $11,611-98.7% | $4,297-96.5% |