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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 | $13,680 | $63,346-78.4% | $92,240-85.2% | $70,126-80.5% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 20.39% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $8,809 | $2,471+256.5% | $3,680+139.4% | $2,343+276.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $296 | $3,841-92.3% | $5,194-94.3% | $4,645-93.6% |