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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 | $15,174 | $168,635-91.0% | $147,617-89.7% | $125,389-87.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.02% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,112 | $6,252-2.2% | $5,564+9.8% | $4,866+25.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $65 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |