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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 | $15,868 | $180,459-91.2% | $154,108-89.7% | $135,380-88.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.51% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,484 | $5,806-74.4% | $5,081-70.8% | $5,609-73.5% |
| Admin fee / account holder | $41 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |