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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 | $16,851 | $102,422-83.5% | $147,117-88.5% | $80,959-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.09% | 135.16%-120.1pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $5,141 | $3,717+38.3% | $4,932+4.2% | $2,757+86.5% |
| Participant deferral / active EE | $1,720 | $6,652-74.1% | $8,065-78.7% | $4,300-60.0% |
| Admin fee / account holder | $60 | $7,953-99.2% | $12,993-99.5% | $6,925-99.1% |