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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 | $19,642 | $85,766-77.1% | $136,297-85.6% | $70,131-72.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.77% | 31.45%-15.7pp | 5156.16%-5140.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,572 | $2,966-13.3% | $4,696-45.2% | $2,342+9.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $295 | $5,420-94.6% | $9,244-96.8% | $4,645-93.6% |