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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 | $4,780 | $138,114-96.5% | $125,391-96.2% | $134,545-96.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.13% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $3,784 | $5,246-27.9% | $4,816-21.4% | $4,742-20.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |