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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 | $13,282 | $107,363-87.6% | $92,909-85.7% | $152,897-91.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 14.01% | 145.63%-131.6pp | 109.44%-95.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $1,585 | $4,222-62.5% | $3,653-56.6% | $4,764-66.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $133 | $7,082-98.1% | $5,795-97.7% | $11,599-98.9% |