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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 | $1,946 | $93,117-97.9% | $77,096-97.5% | $134,532-98.6% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -10.60% | 62.67%-73.3pp | 42.35%-52.9pp | 418.27%-428.9pp |
| Employer contribution / active EE | $681 | $3,420-80.1% | $2,814-75.8% | $4,741-85.6% |
| Participant deferral / active EE | $795 | $5,241-84.8% | $4,429-82.1% | $6,401-87.6% |
| Admin fee / account holder | $218 | $6,948-96.9% | $5,428-96.0% | $11,429-98.1% |