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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 | $5,417 | $110,093-95.1% | $97,295-94.4% | $145,897-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.82% | 244.76%-227.9pp | 75.62%-58.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,142 | $3,077+2.1% | $2,723+15.4% | $4,663-32.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35 | $6,212-99.4% | $5,646-99.4% | $13,390-99.7% |