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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 | $7,337 | $185,199-96.0% | $142,874-94.9% | $167,518-95.6% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 10.27% | 8556.90%-8546.6pp | 5638.58%-5628.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $2,226 | $5,606-60.3% | $4,145-46.3% | $4,838-54.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |