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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 | $15,588 | $135,645-88.5% | $110,243-85.9% | $135,380-88.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.42% | 513.24%-521.7pp | 314.76%-323.2pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,872 | $4,907-0.7% | $3,827+27.3% | $4,779+1.9% |
| Participant deferral / active EE | $1,571 | $5,507-71.5% | $4,672-66.4% | $5,609-72.0% |
| Admin fee / account holder | $134 | $11,458-98.8% | $8,548-98.4% | $10,828-98.8% |