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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 | $15,297 | $160,059-90.4% | $140,019-89.1% | $135,379-88.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.31% | 911.44%-919.8pp | 651.15%-659.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $7,065 | $6,420+10.1% | $5,605+26.0% | $4,779+47.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $97 | $13,328-99.3% | $10,705-99.1% | $10,828-99.1% |