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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 | $23,248 | $91,536-74.6% | $130,062-82.1% | $75,177-69.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.19% | -631.62%+645.8pp | -137.37%+151.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $7,435 | $2,845+161.4% | $4,322+72.0% | $2,671+178.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $239 | $6,780-96.5% | $10,601-97.7% | $5,651-95.8% |