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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 | $9,839 | $180,459-94.5% | $154,108-93.6% | $135,380-92.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -1.44% | 888.21%-889.6pp | 735.21%-736.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $4,097 | $6,035-32.1% | $5,298-22.7% | $4,779-14.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |