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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 | $19,336 | $160,059-87.9% | $140,019-86.2% | $135,380-85.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.11% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,394 | $6,420-62.7% | $5,605-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $2,561 | $7,641-66.5% | $6,927-63.0% | $5,609-54.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |