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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 | $13,177 | $98,776-86.7% | $149,745-91.2% | $79,856-83.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.27% | 27.38%-4.1pp | 276.72%-253.5pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,016 | $3,217-68.4% | $4,646-78.1% | $2,471-58.9% |
| Participant deferral / active EE | $1,261 | $5,681-77.8% | $6,843-81.6% | $3,741-66.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |