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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 | $9,954 | $107,341-90.7% | $92,897-89.3% | $152,870-93.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.20% | 145.59%-131.4pp | 109.42%-95.2pp | 345.34%-331.1pp |
| Employer contribution / active EE | $1,882 | $4,221-55.4% | $3,653-48.5% | $4,763-60.5% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |