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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 | $3,038 | $88,585-96.6% | $69,884-95.7% | $134,532-97.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 70.5%+19.5pp | 81.2%+8.8pp |
| Annual return | -18.52% | 442.80%-461.3pp | 190.81%-209.3pp | 418.27%-436.8pp |
| Employer contribution / active EE | $384 | $3,235-88.1% | $2,560-85.0% | $4,741-91.9% |
| Participant deferral / active EE | $626 | $4,770-86.9% | $3,848-83.7% | $6,401-90.2% |
| Admin fee / account holder | $44 | $10,441-99.6% | $6,266-99.3% | $11,429-99.6% |