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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 | $10,870 | $138,076-92.1% | $123,553-91.2% | $135,380-92.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -2.19% | 153.70%-155.9pp | 119.21%-121.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $5,752 | $5,152+11.7% | $4,628+24.3% | $4,779+20.4% |
| Participant deferral / active EE | $19 | $6,800-99.7% | $6,426-99.7% | $5,609-99.7% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,284-99.0% | $10,828-99.2% |