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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 | $15,739 | $95,975-83.6% | $74,549-78.9% | $135,379-88.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -7.61% | 56.96%-64.6pp | 32.53%-40.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $652 | $2,716-76.0% | $1,961-66.7% | $4,779-86.4% |
| Participant deferral / active EE | $602 | $3,844-84.3% | $3,108-80.6% | $5,609-89.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |