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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 | $6,142 | $133,981-95.4% | $112,249-94.5% | $134,532-95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.52% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,071 | $4,040-73.5% | $3,636-70.5% | $4,741-77.4% |
| Participant deferral / active EE | $742 | $5,292-86.0% | $4,729-84.3% | $6,401-88.4% |
| Admin fee / account holder | $252 | $7,492-96.6% | $6,412-96.1% | $11,429-97.8% |