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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 | $12,251 | $138,102-91.1% | $125,381-90.2% | $134,532-90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.38% | 750.73%-753.1pp | 572.31%-574.7pp | 418.27%-420.6pp |
| Employer contribution / active EE | $1,541 | $5,245-70.6% | $4,815-68.0% | $4,741-67.5% |
| Participant deferral / active EE | $1,820 | $7,801-76.7% | $7,448-75.6% | $6,401-71.6% |
| Admin fee / account holder | $50 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |