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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 | $7,731 | $162,821-95.3% | $133,978-94.2% | $158,982-95.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.30% | 41.95%-34.6pp | 45.10%-37.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,269 | $4,976-74.5% | $3,919-67.6% | $4,763-73.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |