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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 | $7,172 | $102,422-93.0% | $147,117-95.1% | $80,959-91.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.32% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,476 | $3,717-60.3% | $4,932-70.1% | $2,757-46.5% |
| Participant deferral / active EE | $1,034 | $6,652-84.5% | $8,065-87.2% | $4,300-76.0% |
| Admin fee / account holder | $128 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |