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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 | $17,261 | $180,459-90.4% | $154,108-88.8% | $135,380-87.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.66% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,811 | $6,035-70.0% | $5,298-65.8% | $4,779-62.1% |
| Participant deferral / active EE | $1,130 | $5,806-80.5% | $5,081-77.8% | $5,609-79.9% |
| Admin fee / account holder | $136 | $16,145-99.2% | $13,411-99.0% | $10,828-98.7% |