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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 | $10,015 | $97,732-89.8% | $83,831-88.1% | $135,380-92.6% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -6.94% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $879 | $4,222-79.2% | $3,631-75.8% | $4,779-81.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |