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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 | $9,864 | $150,412-93.4% | $120,574-91.8% | $145,884-93.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 154.50%-136.9pp | 107.42%-89.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,037 | $4,355-76.2% | $3,471-70.1% | $4,662-77.8% |
| Participant deferral / active EE | $1,199 | $6,175-80.6% | $4,996-76.0% | $6,690-82.1% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |