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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 | $4,666 | $75,962-93.9% | $154,108-97.0% | $64,173-92.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $625 | $3,350-81.3% | $5,298-88.2% | $2,381-73.7% |
| Participant deferral / active EE | $291 | $3,175-90.8% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $171 | $5,589-96.9% | $13,411-98.7% | $4,887-96.5% |