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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 | $18,154 | $150,435-87.9% | $120,580-84.9% | $145,897-87.6% |
| Participation rate | 77.8% | 78.8%-1.0pp | 72.0%+5.8pp | 80.3%-2.5pp |
| Annual return | 12.02% | 154.60%-142.6pp | 107.48%-95.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,111 | $4,352-74.5% | $3,469-68.0% | $4,663-76.2% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $271 | $12,182-97.8% | $9,418-97.1% | $13,390-98.0% |