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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 | $10,185 | $103,392-90.1% | $87,104-88.3% | $152,897-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.44% | 28.10%-16.7pp | 28.19%-16.8pp | 345.43%-334.0pp |
| Employer contribution / active EE | $4,168 | $3,221+29.4% | $2,521+65.3% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $91 | $12,194-99.3% | $7,491-98.8% | $11,599-99.2% |