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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 | $13,643 | $112,131-87.8% | $95,964-85.8% | $158,982-91.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.59% | 171.19%-158.6pp | 91.64%-79.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $6,014 | $3,199+88.0% | $2,541+136.7% | $4,763+26.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $106 | $10,136-99.0% | $6,797-98.4% | $11,252-99.1% |