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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 | $19,193 | $118,708-83.8% | $98,920-80.6% | $158,966-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.06% | 372.49%-361.4pp | 196.47%-185.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,163 | $3,334-65.1% | $2,689-56.7% | $4,762-75.6% |
| Participant deferral / active EE | $753 | $5,089-85.2% | $4,245-82.3% | $5,983-87.4% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |