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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 | $5,992 | $99,647-94.0% | $86,439-93.1% | $134,509-95.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.32% | 6784.13%-6804.5pp | 4395.55%-4415.9pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,452 | $7,246-80.0% | $6,952-79.1% | $6,400-77.3% |
| Admin fee / account holder | $64 | $8,373-99.2% | $6,732-99.1% | $11,427-99.4% |