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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 | $190,843-92.6% | $159,981-91.2% | $134,493-89.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.07% | 552.37%-558.4pp | 408.70%-414.8pp | 418.01%-424.1pp |
| Employer contribution / active EE | $4,101 | $4,993-17.9% | $4,224-2.9% | $4,740-13.5% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $90 | $10,475-99.1% | $8,700-99.0% | $11,425-99.2% |