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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 | $10,652 | $133,981-92.0% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -12.63% | 47.16%-59.8pp | 27.48%-40.1pp | 418.27%-430.9pp |
| Employer contribution / active EE | $3,729 | $4,040-7.7% | $3,636+2.6% | $4,741-21.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |