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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 | $11,430 | $111,830-89.8% | $93,696-87.8% | $145,884-92.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.55% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $728 | $3,093-76.4% | $2,422-69.9% | $4,662-84.4% |
| Participant deferral / active EE | $1,148 | $4,920-76.7% | $4,417-74.0% | $6,690-82.8% |
| Admin fee / account holder | $163 | $10,249-98.4% | $8,287-98.0% | $13,392-98.8% |