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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 | $9,965 | $99,647-90.0% | $86,439-88.5% | $134,493-92.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.88% | 6784.13%-6795.0pp | 4395.55%-4406.4pp | 418.01%-428.9pp |
| Employer contribution / active EE | $827 | $4,401-81.2% | $3,769-78.1% | $4,740-82.6% |
| Participant deferral / active EE | $2,068 | $7,246-71.5% | $6,952-70.3% | $6,400-67.7% |
| Admin fee / account holder | $148 | $8,373-98.2% | $6,732-97.8% | $11,425-98.7% |