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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 | $25,820 | $135,645-81.0% | $110,243-76.6% | $135,380-80.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -0.13% | 513.24%-513.4pp | 314.76%-314.9pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,440 | $4,907-70.7% | $3,827-62.4% | $4,779-69.9% |
| Participant deferral / active EE | $1,298 | $5,507-76.4% | $4,672-72.2% | $5,609-76.9% |
| Admin fee / account holder | $286 | $11,458-97.5% | $8,548-96.7% | $10,828-97.4% |