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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 | $8,455 | $100,938-91.6% | $90,461-90.7% | $158,982-94.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 10.57% | 1727.20%-1716.6pp | 1294.76%-1284.2pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,170 | $3,691-68.3% | $3,264-64.2% | $4,763-75.4% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $243 | $6,510-96.3% | $5,617-95.7% | $11,252-97.8% |