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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 | $3,362 | $91,552-96.3% | $133,956-97.5% | $79,860-95.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.80% | 61.85%-51.0pp | 45.09%-34.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,268 | $2,384-46.8% | $3,919-67.6% | $2,471-48.7% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $51 | $6,321-99.2% | $8,927-99.4% | $5,306-99.0% |