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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 | $13,615 | $197,819-93.1% | $155,789-91.3% | $125,389-89.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -3.11% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,870 | $4,850-61.5% | $3,839-51.3% | $4,866-61.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $114 | $9,544-98.8% | $7,477-98.5% | $9,541-98.8% |