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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 | $17,216 | $160,059-89.2% | $140,019-87.7% | $135,380-87.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.35% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,989 | $6,420+8.9% | $5,605+24.7% | $4,779+46.2% |
| Participant deferral / active EE | $2,629 | $7,641-65.6% | $6,927-62.0% | $5,609-53.1% |
| Admin fee / account holder | $101 | $13,328-99.2% | $10,705-99.1% | $10,828-99.1% |