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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 | $8,059 | $190,879-95.8% | $160,009-95.0% | $134,532-94.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.70% | 552.63%-570.3pp | 408.85%-426.5pp | 418.27%-436.0pp |
| Employer contribution / active EE | $687 | $4,995-86.2% | $4,225-83.7% | $4,741-85.5% |
| Participant deferral / active EE | $1,120 | $6,924-83.8% | $6,183-81.9% | $6,401-82.5% |
| Admin fee / account holder | $82 | $10,495-99.2% | $8,715-99.1% | $11,429-99.3% |