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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 | $4,448 | $133,981-96.7% | $112,249-96.0% | $134,532-96.7% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -20.42% | 47.16%-67.6pp | 27.48%-47.9pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,084 | $4,040-73.2% | $3,636-70.2% | $4,741-77.1% |
| Participant deferral / active EE | $1,338 | $5,292-74.7% | $4,729-71.7% | $6,401-79.1% |
| Admin fee / account holder | $13 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |