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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 | $19,622 | $180,462-89.1% | $154,111-87.3% | $135,379-85.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.37% | 888.17%-893.5pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,798 | $6,036-70.2% | $5,298-66.1% | $4,779-62.4% |
| Participant deferral / active EE | $944 | $5,806-83.7% | $5,081-81.4% | $5,609-83.2% |
| Admin fee / account holder | $150 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |