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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 | $14,112 | $115,810-87.8% | $101,271-86.1% | $158,966-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.99% | 56.15%-45.2pp | 46.48%-35.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $3,863 | $4,175-7.5% | $3,660+5.6% | $4,762-18.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $134 | $7,248-98.2% | $5,948-97.7% | $11,250-98.8% |