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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 | $10,668 | $105,145-89.9% | $94,664-88.7% | $139,466-92.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.65% | 38.09%-17.4pp | 156.84%-136.2pp | 373.66%-353.0pp |
| Employer contribution / active EE | $989 | $4,107-75.9% | $3,673-73.1% | $4,754-79.2% |
| Participant deferral / active EE | $611 | $7,599-92.0% | $7,417-91.8% | $6,712-90.9% |
| Admin fee / account holder | $15 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |