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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 | $10,671 | $138,114-92.3% | $125,391-91.5% | $134,545-92.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -4.57% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-422.9pp |
| Employer contribution / active EE | $5,851 | $5,246+11.5% | $4,816+21.5% | $4,742+23.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |