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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 | $12,122 | $138,075-91.2% | $123,552-90.2% | $135,379-91.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,955 | $5,152-62.1% | $4,628-57.8% | $4,779-59.1% |
| Participant deferral / active EE | $724 | $6,800-89.4% | $6,426-88.7% | $5,609-87.1% |
| Admin fee / account holder | $61 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |