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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 | $3,800 | $106,923-96.4% | $84,023-95.5% | $152,909-97.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.01% | 105.02%-90.0pp | 71.32%-56.3pp | 345.46%-330.5pp |
| Employer contribution / active EE | $1,061 | $2,735-61.2% | $1,984-46.5% | $4,764-77.7% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23 | $8,289-99.7% | $6,102-99.6% | $11,601-99.8% |