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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 | $7,996 | $138,072-94.2% | $123,549-93.5% | $135,382-94.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.86% | 153.69%-162.6pp | 119.20%-128.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,122 | $5,152-78.2% | $4,628-75.8% | $4,779-76.5% |
| Participant deferral / active EE | $1,789 | $6,799-73.7% | $6,426-72.2% | $5,609-68.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |