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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 | $2,202 | $95,975-97.7% | $74,549-97.0% | $135,379-98.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -3.46% | 56.96%-60.4pp | 32.53%-36.0pp | 519.79%-523.2pp |
| Employer contribution / active EE | $400 | $2,716-85.3% | $1,961-79.6% | $4,779-91.6% |
| Participant deferral / active EE | $658 | $3,844-82.9% | $3,108-78.8% | $5,609-88.3% |
| Admin fee / account holder | $228 | $6,522-96.5% | $5,059-95.5% | $10,828-97.9% |