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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 | $5,449 | $84,685-93.6% | $73,836-92.6% | $125,389-95.7% |
| Participation rate | 82.6% | 76.8%+5.8pp | 73.4%+9.2pp | 83.2%-0.6pp |
| Annual return | -3.06% | 3123.80%-3126.9pp | 2268.06%-2271.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $588 | $3,123-81.2% | $2,787-78.9% | $4,866-87.9% |
| Participant deferral / active EE | $588 | $3,993-85.3% | $3,583-83.6% | $5,352-89.0% |
| Admin fee / account holder | $144 | $5,694-97.5% | $4,882-97.0% | $9,541-98.5% |