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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 | $7,476 | $99,647-92.5% | $86,439-91.4% | $134,509-94.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 6784.13%-6801.2pp | 4395.55%-4412.7pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,172 | $4,401-73.4% | $3,769-68.9% | $4,741-75.3% |
| Participant deferral / active EE | $2,211 | $7,246-69.5% | $6,952-68.2% | $6,400-65.5% |
| Admin fee / account holder | $43 | $8,373-99.5% | $6,732-99.4% | $11,427-99.6% |