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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 | $15,196 | $176,402-91.4% | $134,162-88.7% | $158,982-90.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.47% | 63.66%-53.2pp | 36.35%-25.9pp | 302.99%-292.5pp |
| Employer contribution / active EE | $510 | $5,042-89.9% | $3,705-86.2% | $4,763-89.3% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $182 | $8,719-97.9% | $6,685-97.3% | $11,252-98.4% |