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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 | $11,675 | $138,102-91.5% | $125,381-90.7% | $134,532-91.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.28% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $5,063 | $5,245-3.5% | $4,815+5.2% | $4,741+6.8% |
| Participant deferral / active EE | $2,162 | $7,801-72.3% | $7,448-71.0% | $6,401-66.2% |
| Admin fee / account holder | $50 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |