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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 | $18,854 | $135,645-86.1% | $110,243-82.9% | $135,380-86.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.27% | 513.24%-513.5pp | 314.76%-315.0pp | 519.81%-520.1pp |
| Employer contribution / active EE | $4,830 | $4,907-1.6% | $3,827+26.2% | $4,779+1.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $226 | $11,458-98.0% | $8,548-97.4% | $10,828-97.9% |