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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 | $6,915 | $60,119-88.5% | $90,430-92.4% | $79,858-91.3% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+11.9pp |
| Annual return | 18.58% | 71.94%-53.4pp | 1293.73%-1275.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $3,262-85.8% | $2,471-81.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |