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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 | $13,408 | $129,959-89.7% | $104,301-87.1% | $134,532-90.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.85% | 42.04%-54.9pp | 24.61%-37.5pp | 418.27%-431.1pp |
| Employer contribution / active EE | $742 | $4,185-82.3% | $3,373-78.0% | $4,741-84.3% |
| Participant deferral / active EE | $428 | $5,589-92.4% | $4,626-90.8% | $6,401-93.3% |
| Admin fee / account holder | $11 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |