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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 | $14,379 | $234,190-93.9% | $180,320-92.0% | $198,609-92.8% |
| Participation rate | 87.0% | 77.1%+9.8pp | 71.5%+15.4pp | 82.4%+4.6pp |
| Annual return | 4.04% | 1057.44%-1053.4pp | 778.54%-774.5pp | 202.70%-198.7pp |
| Employer contribution / active EE | $1,087 | $5,258-79.3% | $4,108-73.5% | $5,055-78.5% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $287 | $12,558-97.7% | $10,000-97.1% | $19,030-98.5% |