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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 | $23,422 | $168,636-86.1% | $147,617-84.1% | $125,393-81.3% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | 0.44% | 77.65%-77.2pp | 61.98%-61.5pp | 282.23%-281.8pp |
| Employer contribution / active EE | $1,940 | $6,252-69.0% | $5,565-65.1% | $4,866-60.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $7 | $13,580-99.9% | $11,611-99.9% | $9,541-99.9% |