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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 | $5,575 | $154,193-96.4% | $130,045-95.7% | $139,466-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 32.51%-15.0pp | -137.30%+154.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,658 | $5,292-30.9% | $4,321-15.4% | $4,754-23.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $49 | $13,989-99.7% | $10,600-99.5% | $11,409-99.6% |