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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 | $150,207-87.9% | $120,380-84.9% | $145,978-87.6% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 12.02% | 154.28%-142.3pp | 107.28%-95.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,111 | $4,351-74.5% | $3,465-67.9% | $4,662-76.2% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $271 | $12,203-97.8% | $9,421-97.1% | $13,400-98.0% |