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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 | $12,198 | $160,040-92.4% | $147,096-91.7% | $145,877-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.73% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,269 | $5,289-76.0% | $4,936-74.3% | $4,663-72.8% |
| Participant deferral / active EE | $1,430 | $8,429-83.0% | $8,071-82.3% | $6,691-78.6% |
| Admin fee / account holder | $243 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |