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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 | $7,114 | $133,998-94.7% | $112,263-93.7% | $134,545-94.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -13.54% | 47.17%-60.7pp | 27.49%-41.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $889 | $4,040-78.0% | $3,636-75.6% | $4,742-81.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $50 | $7,493-99.3% | $6,410-99.2% | $11,431-99.6% |