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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 | $7,591 | $103,008-92.6% | $90,304-91.6% | $152,897-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.90% | 95.22%-83.3pp | 78.13%-66.2pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,237 | $3,139-60.6% | $2,855-56.7% | $4,764-74.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |