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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 | $138,647 | $218,893-36.7% | $436,953-68.3% | $233,076-40.5% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -7.59% | -114.99%+107.4pp | -102.04%+94.5pp | -82.67%+75.1pp |
| Employer contribution / active EE | $62,269 | $39,361+58.2% | $36,232+71.9% | $43,771+42.3% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |