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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 | $39,888 | $224,072-82.2% | $220,428-81.9% | $254,510-84.3% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 2.73% | 99.74%-97.0pp | 90.61%-87.9pp | 259.14%-256.4pp |
| Employer contribution / active EE | $10,417 | $35,080-70.3% | $32,730-68.2% | $41,471-74.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $59 | $13,610-99.6% | $12,805-99.5% | $21,546-99.7% |