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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 | $14,613 | $82,678-82.3% | $125,391-88.3% | $68,490-78.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,533 | $3,382+34.0% | $4,816-5.9% | $2,597+74.5% |
| Participant deferral / active EE | $2,267 | $6,111-62.9% | $7,448-69.6% | $4,028-43.7% |
| Admin fee / account holder | $36 | $6,277-99.4% | $10,009-99.6% | $5,403-99.3% |