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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 | $13,129 | $95,979-86.3% | $74,551-82.4% | $135,380-90.3% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -5.90% | 56.97%-62.9pp | 32.53%-38.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,072 | $2,716+160.3% | $1,961+260.6% | $4,779+48.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |