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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 | $9,533 | $121,656-92.2% | $104,614-90.9% | $158,950-94.0% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 5.78% | 465.51%-459.7pp | 340.56%-334.8pp | 302.91%-297.1pp |
| Employer contribution / active EE | $2,435 | $3,164-23.0% | $2,681-9.2% | $4,762-48.9% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $231 | $7,775-97.0% | $6,464-96.4% | $11,248-97.9% |