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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 | $10,646 | $118,877-91.0% | $96,570-89.0% | $167,536-93.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 50.50%-37.2pp | 37.79%-24.5pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,708 | $3,121-13.2% | $2,357+14.9% | $4,839-44.0% |
| Participant deferral / active EE | $423 | $4,617-90.8% | $3,849-89.0% | $6,342-93.3% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |