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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 | $6,997 | $53,841-87.0% | $75,731-90.8% | $85,851-91.8% |
| Participation rate | 88.9% | 69.0%+19.8pp | 74.8%+14.1pp | 69.3%+19.6pp |
| Annual return | 13.68% | 24.54%-10.9pp | 104.65%-91.0pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $709 | $2,895-75.5% | $3,820-81.4% | $3,952-82.1% |
| Admin fee / account holder | $10 | $3,340-99.7% | $3,620-99.7% | $6,261-99.8% |