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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 | $13,761 | $82,678-83.4% | $125,391-89.0% | $68,490-79.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.44% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $5,512 | $3,382+63.0% | $4,816+14.5% | $2,597+112.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $166 | $6,277-97.3% | $10,009-98.3% | $5,403-96.9% |