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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 | $17,616 | $135,639-87.0% | $110,241-84.0% | $135,382-87.0% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -8.01% | 513.21%-521.2pp | 314.75%-322.8pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,855 | $4,907-62.2% | $3,827-51.5% | $4,779-61.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |