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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 | $4,203 | $180,466-97.7% | $154,114-97.3% | $135,382-96.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.39% | 888.15%-892.5pp | 735.16%-739.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $3,183 | $6,035-47.3% | $5,298-39.9% | $4,779-33.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29 | $16,144-99.8% | $13,411-99.8% | $10,829-99.7% |