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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 | $13,875 | $180,466-92.3% | $154,114-91.0% | $135,382-89.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.74% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,309 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,676 | $5,806-71.1% | $5,081-67.0% | $5,609-70.1% |
| Admin fee / account holder | $100 | $16,144-99.4% | $13,411-99.3% | $10,829-99.1% |