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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 | $21,728 | $143,969-84.9% | $199,883-89.1% | $82,637-73.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 150.25% | 25.67%+124.6pp | 43.81%+106.4pp | 53.51%+96.7pp |
| Employer contribution / active EE | $2,876 | $4,632-37.9% | $6,261-54.1% | $2,552+12.7% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $277 | $14,597-98.1% | $17,268-98.4% | $7,339-96.2% |