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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 | $19,022 | $56,197-66.2% | $67,652-71.9% | $59,633-68.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.07% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,640 | $1,615+63.5% | $2,266+16.5% | $2,203+19.9% |
| Participant deferral / active EE | $728 | $2,844-74.4% | $3,560-79.5% | $3,192-77.2% |
| Admin fee / account holder | $149 | $3,958-96.2% | $4,821-96.9% | $4,297-96.5% |