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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 | $4,780 | $111,814-95.7% | $93,654-94.9% | $145,959-96.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 8.39% | 203.30%-194.9pp | 133.34%-125.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $188 | $4,914-96.2% | $4,413-95.7% | $6,689-97.2% |
| Admin fee / account holder | $237 | $10,246-97.7% | $8,282-97.1% | $13,398-98.2% |