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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 | $13,467 | $95,979-86.0% | $74,551-81.9% | $135,380-90.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.42% | 56.97%-65.4pp | 32.53%-41.0pp | 519.81%-528.2pp |
| Employer contribution / active EE | $5,014 | $2,716+84.6% | $1,961+155.7% | $4,779+4.9% |
| Participant deferral / active EE | $607 | $3,844-84.2% | $3,108-80.5% | $5,609-89.2% |
| Admin fee / account holder | $102 | $6,522-98.4% | $5,059-98.0% | $10,828-99.1% |