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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 | $12,635 | $232,540-94.6% | $185,117-93.2% | $147,586-91.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.43% | 43.03%-26.6pp | 40.50%-24.1pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,159 | $5,195-77.7% | $4,182-72.3% | $4,876-76.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $161 | $10,275-98.4% | $8,159-98.0% | $10,886-98.5% |