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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 | $72,499 | $267,312-72.9% | $245,396-70.5% | $233,076-68.9% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -4.02% | -1035.07%+1031.0pp | -752.26%+748.2pp | -82.67%+78.6pp |
| Employer contribution / active EE | $36,626 | $39,756-7.9% | $31,802+15.2% | $43,771-16.3% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |