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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 | $4,739 | $129,959-96.4% | $104,301-95.5% | $134,509-96.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | 42.04%-53.3pp | 24.61%-35.9pp | 418.13%-429.4pp |
| Employer contribution / active EE | $1,063 | $4,185-74.6% | $3,373-68.5% | $4,741-77.6% |
| Participant deferral / active EE | $1,070 | $5,589-80.9% | $4,626-76.9% | $6,400-83.3% |
| Admin fee / account holder | $50 | $9,325-99.5% | $7,340-99.3% | $11,427-99.6% |