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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 | $90,302 | $218,893-58.7% | $436,953-79.3% | $233,076-61.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -1.03% | -114.97%+113.9pp | -102.03%+101.0pp | -82.66%+81.6pp |
| Employer contribution / active EE | $50,536 | $39,358+28.4% | $36,229+39.5% | $43,769+15.5% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |