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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 | $8,467 | $103,000-91.8% | $90,300-90.6% | $152,885-94.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.68% | 95.19%-78.5pp | 78.11%-61.4pp | 345.39%-328.7pp |
| Employer contribution / active EE | $1,178 | $3,138-62.5% | $2,854-58.7% | $4,763-75.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $184 | $6,173-97.0% | $5,353-96.6% | $11,598-98.4% |