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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 | $17,035 | $168,635-89.9% | $147,617-88.5% | $125,389-86.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.57% | 77.65%-80.2pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,289 | $6,252-79.4% | $5,564-76.8% | $4,866-73.5% |
| Participant deferral / active EE | $963 | $5,507-82.5% | $4,895-80.3% | $5,352-82.0% |
| Admin fee / account holder | $49 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |