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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 | $14,012 | $124,324-88.7% | $111,303-87.4% | $167,497-91.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.47% | 37.44%-12.0pp | 54.66%-29.2pp | 478.62%-453.1pp |
| Employer contribution / active EE | $13,714 | $3,436+299.1% | $2,731+402.1% | $4,838+183.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $47 | $10,620-99.6% | $7,965-99.4% | $12,310-99.6% |