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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 | $16,729 | $150,435-88.9% | $120,580-86.1% | $145,897-88.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.09% | 154.60%-144.5pp | 107.48%-97.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,494 | $4,352-65.7% | $3,469-56.9% | $4,663-68.0% |
| Participant deferral / active EE | $1,009 | $6,174-83.7% | $4,995-79.8% | $6,689-84.9% |
| Admin fee / account holder | $117 | $12,182-99.0% | $9,418-98.8% | $13,390-99.1% |