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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 | $12,946 | $138,076-90.6% | $123,553-89.5% | $135,380-90.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.75% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,125 | $5,152-58.8% | $4,628-54.1% | $4,779-55.5% |
| Participant deferral / active EE | $2,125 | $6,800-68.7% | $6,426-66.9% | $5,609-62.1% |
| Admin fee / account holder | $54 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |