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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 | $23,713 | $180,462-86.9% | $154,111-84.6% | $135,379-82.5% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -6.69% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,189 | $6,036-47.2% | $5,298-39.8% | $4,779-33.3% |
| Participant deferral / active EE | $619 | $5,806-89.3% | $5,081-87.8% | $5,609-89.0% |
| Admin fee / account holder | $65 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |