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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 | $3,017 | $67,372-95.5% | $60,906-95.0% | $134,532-97.8% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -20.28% | 50.05%-70.3pp | 16.94%-37.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $756 | $3,099-75.6% | $2,703-72.1% | $4,741-84.1% |
| Participant deferral / active EE | $881 | $4,532-80.6% | $3,814-76.9% | $6,401-86.2% |
| Admin fee / account holder | $207 | $4,588-95.5% | $3,227-93.6% | $11,429-98.2% |