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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 | $4,941 | $150,412-96.7% | $120,574-95.9% | $145,884-96.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.56% | 154.50%-141.9pp | 107.42%-94.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,339 | $4,355-46.3% | $3,471-32.6% | $4,662-49.8% |
| Participant deferral / active EE | $450 | $6,175-92.7% | $4,996-91.0% | $6,690-93.3% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |