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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 | $7,092 | $125,184-94.3% | $105,607-93.3% | $145,884-95.1% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 0.00% | 225.00%-225.0pp | 116.11%-116.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,304 | $3,720+69.5% | $3,167+99.0% | $4,662+35.2% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |