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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 | $4,142 | $97,732-95.8% | $83,831-95.1% | $135,380-96.9% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.31% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $977 | $4,222-76.9% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $714 | $4,683-84.7% | $4,082-82.5% | $5,609-87.3% |
| Admin fee / account holder | $14 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |