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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 | $9,897 | $111,830-91.1% | $93,696-89.4% | $145,884-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 204.08%-194.9pp | 133.74%-124.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,724 | $3,093-44.2% | $2,422-28.8% | $4,662-63.0% |
| Participant deferral / active EE | $252 | $4,920-94.9% | $4,417-94.3% | $6,690-96.2% |
| Admin fee / account holder | $26 | $10,249-99.7% | $8,287-99.7% | $13,392-99.8% |