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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 | $3,414 | $138,114-97.5% | $125,391-97.3% | $134,545-97.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.83% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,777 | $5,246-66.1% | $4,816-63.1% | $4,742-62.5% |
| Participant deferral / active EE | $713 | $7,801-90.9% | $7,448-90.4% | $6,401-88.9% |
| Admin fee / account holder | $59 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |