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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 | $11,299 | $138,068-91.8% | $125,358-91.0% | $134,493-91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.03% | 750.30%-768.3pp | 572.03%-590.1pp | 418.01%-436.0pp |
| Employer contribution / active EE | $1,382 | $5,244-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $1,584 | $7,799-79.7% | $7,447-78.7% | $6,400-75.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |