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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 | $7,713 | $126,519-93.9% | $106,201-92.7% | $145,959-94.7% |
| Participation rate | 71.4% | 77.7%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | 0.00% | 225.10%-225.1pp | 116.26%-116.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $5,509 | $3,726+47.9% | $3,170+73.8% | $4,661+18.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |