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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 | $7,842 | $133,981-94.1% | $112,249-93.0% | $134,532-94.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,035 | $4,040-74.4% | $3,636-71.5% | $4,741-78.2% |
| Participant deferral / active EE | $1,197 | $5,292-77.4% | $4,729-74.7% | $6,401-81.3% |
| Admin fee / account holder | $38 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |