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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 | $10,821 | $180,459-94.0% | $154,108-93.0% | $135,380-92.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $5,251 | $6,035-13.0% | $5,298-0.9% | $4,779+9.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |