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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 | $14,457 | $180,459-92.0% | $154,108-90.6% | $135,380-89.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.42% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,751 | $6,035-37.8% | $5,298-29.2% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |