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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 | $2,948 | $168,636-98.3% | $147,618-98.0% | $125,388-97.6% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | -3.31% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $88 | $5,507-98.4% | $4,895-98.2% | $5,352-98.4% |
| Admin fee / account holder | $12 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |