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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 | $9,738 | $105,145-90.7% | $94,664-89.7% | $139,466-93.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.59% | 38.09%-19.5pp | 156.84%-138.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,104 | $4,107-73.1% | $3,673-69.9% | $4,754-76.8% |
| Participant deferral / active EE | $2,108 | $7,599-72.3% | $7,417-71.6% | $6,712-68.6% |
| Admin fee / account holder | $137 | $8,972-98.5% | $7,222-98.1% | $11,409-98.8% |