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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 | $111,785-91.1% | $93,669-89.4% | $145,877-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,724 | $3,096-44.3% | $2,424-28.8% | $4,663-63.0% |
| Participant deferral / active EE | $252 | $4,919-94.9% | $4,416-94.3% | $6,691-96.2% |
| Admin fee / account holder | $26 | $10,256-99.7% | $8,291-99.7% | $13,402-99.8% |