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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 | $7,443 | $99,652-92.5% | $78,778-90.6% | $147,586-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.58% | 47.28%-39.7pp | 35.62%-28.0pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,824 | $2,796-34.8% | $1,986-8.2% | $4,876-62.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $130 | $7,155-98.2% | $5,134-97.5% | $10,886-98.8% |