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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 | $14,077 | $190,916-92.6% | $160,037-91.2% | $134,545-89.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.07% | 552.79%-558.9pp | 408.95%-415.0pp | 418.37%-424.4pp |
| Employer contribution / active EE | $4,101 | $4,996-17.9% | $4,226-3.0% | $4,742-13.5% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $90 | $10,497-99.1% | $8,716-99.0% | $11,431-99.2% |