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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 | $5,348 | $110,039-95.1% | $97,260-94.5% | $145,884-96.3% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.4pp |
| Annual return | 12.41% | 244.44%-232.0pp | 75.54%-63.1pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,564 | $3,074-49.1% | $2,721-42.5% | $4,662-66.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $42 | $6,204-99.3% | $5,640-99.3% | $13,392-99.7% |