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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 | $17,906 | $135,645-86.8% | $110,243-83.8% | $135,380-86.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.99% | 513.24%-517.2pp | 314.76%-318.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $7,260 | $4,907+48.0% | $3,827+89.7% | $4,779+51.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16 | $11,458-99.9% | $8,548-99.8% | $10,828-99.8% |