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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 | $11,461 | $135,645-91.6% | $110,243-89.6% | $135,380-91.5% |
| Participation rate | 92.3% | 83.5%+8.8pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -8.48% | 513.24%-521.7pp | 314.76%-323.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,142 | $4,907-76.7% | $3,827-70.1% | $4,779-76.1% |
| Participant deferral / active EE | $1,082 | $5,507-80.3% | $4,672-76.8% | $5,609-80.7% |
| Admin fee / account holder | $208 | $11,458-98.2% | $8,548-97.6% | $10,828-98.1% |