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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 | $16,698 | $124,346-86.6% | $111,308-85.0% | $167,536-90.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.07% | 37.45%-19.4pp | 54.67%-36.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,582 | $3,437-54.0% | $2,732-42.1% | $4,839-67.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6 | $10,621-99.9% | $7,965-99.9% | $12,315-99.9% |