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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 | $7,824 | $75,959-89.7% | $154,114-94.9% | $64,181-87.8% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | 8.58% | 30.32%-21.7pp | 735.16%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,067 | $3,350-68.2% | $5,298-79.9% | $2,381-55.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $69 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |