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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 | $7,174 | $133,998-94.6% | $112,263-93.6% | $134,545-94.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.40% | 47.17%-57.6pp | 27.49%-37.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $2,169 | $4,040-46.3% | $3,636-40.3% | $4,742-54.3% |
| Participant deferral / active EE | $482 | $5,292-90.9% | $4,729-89.8% | $6,401-92.5% |
| Admin fee / account holder | $275 | $7,493-96.3% | $6,410-95.7% | $11,431-97.6% |