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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 | $10,434 | $138,068-92.4% | $125,358-91.7% | $134,493-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.57% | 750.30%-757.9pp | 572.03%-579.6pp | 418.01%-425.6pp |
| Employer contribution / active EE | $4,787 | $5,244-8.7% | $4,814-0.6% | $4,740+1.0% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $67 | $11,568-99.4% | $10,007-99.3% | $11,425-99.4% |