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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 | $3,586 | $106,549-96.6% | $91,225-96.1% | $134,509-97.3% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -20.72% | 160.73%-181.5pp | 114.10%-134.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $400 | $3,331-88.0% | $2,851-86.0% | $4,741-91.6% |
| Participant deferral / active EE | $690 | $4,719-85.4% | $4,234-83.7% | $6,400-89.2% |
| Admin fee / account holder | $57 | $6,234-99.1% | $5,422-98.9% | $11,427-99.5% |