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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 | $18,886 | $154,209-87.8% | $130,062-85.5% | $139,487-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.26% | 32.52%-17.3pp | -137.37%+152.6pp | 373.84%-358.6pp |
| Employer contribution / active EE | $4,198 | $5,292-20.7% | $4,322-2.9% | $4,755-11.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $100 | $13,988-99.3% | $10,601-99.1% | $11,407-99.1% |