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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 | $11,694 | $73,518-84.1% | $63,003-81.4% | $147,585-92.1% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 15.50% | 175.46%-160.0pp | 87.59%-72.1pp | 578.56%-563.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $402 | $4,183-90.4% | $3,329-87.9% | $5,439-92.6% |
| Admin fee / account holder | $92 | $5,952-98.4% | $3,600-97.4% | $10,885-99.2% |