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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 | $15,551 | $78,694-80.2% | $67,652-77.0% | $125,389-87.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.43% | 9.46%-10.9pp | 6625.40%-6626.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $645 | $3,044-78.8% | $2,266-71.5% | $4,866-86.8% |
| Participant deferral / active EE | $193 | $4,292-95.5% | $3,560-94.6% | $5,352-96.4% |
| Admin fee / account holder | $174 | $7,403-97.6% | $4,821-96.4% | $9,541-98.2% |