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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 | $6,904 | $92,766-92.6% | $82,763-91.7% | $134,545-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.24% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,250 | $3,273-61.8% | $3,008-58.4% | $4,742-73.6% |
| Participant deferral / active EE | $885 | $4,802-81.6% | $4,395-79.9% | $6,401-86.2% |
| Admin fee / account holder | $62 | $5,978-99.0% | $5,325-98.8% | $11,431-99.5% |