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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 | $9,141 | $112,933-91.9% | $90,970-90.0% | $158,982-94.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.48% | 215.82%-197.3pp | 134.60%-116.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $3,030 | $2,893+4.7% | $2,122+42.8% | $4,763-36.4% |
| Participant deferral / active EE | $432 | $4,128-89.5% | $3,373-87.2% | $5,983-92.8% |
| Admin fee / account holder | $273 | $8,047-96.6% | $5,961-95.4% | $11,252-97.6% |