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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 | $12,078 | $107,368-88.8% | $92,915-87.0% | $152,909-92.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.64% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,354 | $4,222-44.3% | $3,653-35.6% | $4,764-50.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $117 | $7,082-98.4% | $5,796-98.0% | $11,601-99.0% |