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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 | $21,520 | $171,492-87.5% | $150,734-85.7% | $198,609-89.2% |
| Participation rate | 91.3% | 81.4%+9.9pp | 78.4%+12.9pp | 82.4%+8.9pp |
| Annual return | 4.18% | 804.70%-800.5pp | 600.81%-596.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $2,174 | $5,470-60.3% | $4,918-55.8% | $5,055-57.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $104 | $17,628-99.4% | $14,905-99.3% | $19,030-99.5% |