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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 | $15,116 | $82,674-81.7% | $125,381-87.9% | $68,486-77.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,049 | $3,382-69.0% | $4,815-78.2% | $2,597-59.6% |
| Participant deferral / active EE | $1,515 | $6,111-75.2% | $7,448-79.7% | $4,028-62.4% |
| Admin fee / account holder | $193 | $6,277-96.9% | $10,007-98.1% | $5,404-96.4% |