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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 | $19,321 | $99,994-80.7% | $146,643-86.8% | $85,847-77.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.10% | 18.93%-4.8pp | 22.75%-8.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,306 | $2,559-48.9% | $4,137-68.4% | $2,565-49.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30 | $7,703-99.6% | $10,280-99.7% | $6,261-99.5% |