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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 | $5,933 | $180,459-96.7% | $154,108-96.1% | $135,380-95.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.84% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,169 | $6,035-64.1% | $5,298-59.1% | $4,779-54.6% |
| Participant deferral / active EE | $373 | $5,806-93.6% | $5,081-92.7% | $5,609-93.3% |
| Admin fee / account holder | $55 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |