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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 | $25,630 | $131,835-80.6% | $108,582-76.4% | $273,972-90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.11% | -91.57%+105.7pp | -51.70%+65.8pp | 41.46%-27.3pp |
| Employer contribution / active EE | $11,200 | $4,913+128.0% | $3,758+198.0% | $4,869+130.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |