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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 | $7,636 | $102,385-92.5% | $147,080-94.8% | $80,935-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.50% | 135.09%-112.6pp | 420.17%-397.7pp | 35.66%-13.2pp |
| Employer contribution / active EE | $3,096 | $3,717-16.7% | $4,933-37.2% | $2,757+12.3% |
| Participant deferral / active EE | $1,770 | $6,651-73.4% | $8,066-78.1% | $4,299-58.8% |
| Admin fee / account holder | $20 | $7,951-99.8% | $12,989-99.8% | $6,924-99.7% |