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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 | $7,660 | $75,962-89.9% | $154,111-95.0% | $64,173-88.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.50% | 30.32%-26.8pp | 735.18%-731.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $867 | $3,350-74.1% | $5,298-83.6% | $2,381-63.6% |
| Participant deferral / active EE | $266 | $3,175-91.6% | $5,081-94.8% | $3,470-92.3% |
| Admin fee / account holder | $296 | $5,589-94.7% | $13,411-97.8% | $4,887-93.9% |