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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 | $17,886 | $125,184-85.7% | $105,607-83.1% | $145,884-87.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.27% | 225.00%-216.7pp | 116.11%-107.8pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,353 | $3,720-9.9% | $3,167+5.9% | $4,662-28.1% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $185 | $17,133-98.9% | $10,958-98.3% | $13,392-98.6% |