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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 | $6,361 | $95,979-93.4% | $74,551-91.5% | $135,380-95.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.91% | 56.97%-61.9pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $595 | $2,716-78.1% | $1,961-69.7% | $4,779-87.6% |
| Participant deferral / active EE | $743 | $3,844-80.7% | $3,108-76.1% | $5,609-86.7% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |