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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 | $10,373 | $180,459-94.3% | $154,108-93.3% | $135,380-92.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.62% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,341 | $6,035-77.8% | $5,298-74.7% | $4,779-71.9% |
| Participant deferral / active EE | $560 | $5,806-90.4% | $5,081-89.0% | $5,609-90.0% |
| Admin fee / account holder | $260 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |