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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 | $8,449 | $39,798-78.8% | $67,704-87.5% | $59,633-85.8% |
| Participation rate | 98.5% | 57.4%+41.2pp | 67.5%+31.0pp | 68.7%+29.9pp |
| Annual return | -0.84% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,412 | $1,393+144.9% | $2,559+33.3% | $2,203+54.9% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |