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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 | $4,597 | $129,959-96.5% | $104,301-95.6% | $134,532-96.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | 42.04%-57.5pp | 24.61%-40.1pp | 418.27%-433.7pp |
| Employer contribution / active EE | $736 | $4,185-82.4% | $3,373-78.2% | $4,741-84.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $105 | $9,325-98.9% | $7,340-98.6% | $11,429-99.1% |