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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 | $11,002 | $45,050-75.6% | $63,018-82.5% | $70,126-84.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.99% | 18.76%+0.2pp | 87.62%-68.6pp | 73.15%-54.2pp |
| Employer contribution / active EE | $3,364 | $2,052+64.0% | $2,761+21.9% | $2,343+43.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $107 | $2,834-96.2% | $3,601-97.0% | $4,645-97.7% |