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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 | $17,072 | $180,466-90.5% | $154,114-88.9% | $135,382-87.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.93% | 888.15%-892.1pp | 735.16%-739.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $1,423 | $6,035-76.4% | $5,298-73.1% | $4,779-70.2% |
| Participant deferral / active EE | $1,883 | $5,806-67.6% | $5,081-62.9% | $5,609-66.4% |
| Admin fee / account holder | $37 | $16,144-99.8% | $13,411-99.7% | $10,829-99.7% |