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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 | $8,793 | $108,897-91.9% | $100,378-91.2% | $145,877-94.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.25% | 58.17%-40.9pp | 49.41%-32.2pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,708 | $4,420-61.4% | $3,942-56.7% | $4,663-63.4% |
| Participant deferral / active EE | $2,074 | $8,455-75.5% | $8,087-74.4% | $6,691-69.0% |
| Admin fee / account holder | $11 | $9,690-99.9% | $7,899-99.9% | $13,402-99.9% |