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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 | $10,775 | $111,785-90.4% | $93,669-88.5% | $145,877-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.60% | 203.79%-194.2pp | 133.59%-124.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $4,227 | $3,096+36.5% | $2,424+74.4% | $4,663-9.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |