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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 | $9,376 | $85,171-89.0% | $172,753-94.6% | $72,976-87.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.07% | 27.32%-6.3pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $418 | $3,324-87.4% | $5,144-91.9% | $2,440-82.9% |
| Participant deferral / active EE | $200 | $3,260-93.9% | $5,198-96.2% | $3,608-94.5% |
| Admin fee / account holder | $1 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |