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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 | $10,574 | $154,209-93.1% | $130,062-91.9% | $139,487-92.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 32.52%-22.9pp | -137.37%+147.0pp | 373.84%-364.2pp |
| Employer contribution / active EE | $2,362 | $5,292-55.4% | $4,322-45.4% | $4,755-50.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $55 | $13,988-99.6% | $10,601-99.5% | $11,407-99.5% |