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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 | $19,291 | $135,645-85.8% | $110,243-82.5% | $135,381-85.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,425 | $4,907-71.0% | $3,827-62.8% | $4,779-70.2% |
| Participant deferral / active EE | $1,638 | $5,507-70.3% | $4,672-65.0% | $5,609-70.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |