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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 | $4,993 | $106,551-95.3% | $91,225-94.5% | $134,532-96.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -2.31% | 160.78%-163.1pp | 114.12%-116.4pp | 418.27%-420.6pp |
| Employer contribution / active EE | $3,886 | $3,331+16.6% | $2,851+36.3% | $4,741-18.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |