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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 | $8,871 | $138,078-93.6% | $125,363-92.9% | $134,509-93.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.46% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,367 | $5,245-54.9% | $4,815-50.8% | $4,741-50.1% |
| Participant deferral / active EE | $2,418 | $7,800-69.0% | $7,447-67.5% | $6,400-62.2% |
| Admin fee / account holder | $48 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |