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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 | $8,208 | $105,158-92.2% | $94,672-91.3% | $139,487-94.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.63% | 38.11%-25.5pp | 156.89%-144.3pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $397 | $7,599-94.8% | $7,417-94.6% | $6,713-94.1% |
| Admin fee / account holder | $161 | $8,972-98.2% | $7,222-97.8% | $11,407-98.6% |