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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 | $10,070 | $73,518-86.3% | $63,005-84.0% | $147,585-93.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.98% | 175.46%-163.5pp | 87.59%-75.6pp | 578.58%-566.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $452 | $4,183-89.2% | $3,329-86.4% | $5,439-91.7% |
| Admin fee / account holder | $245 | $5,952-95.9% | $3,599-93.2% | $10,886-97.7% |