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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 | $15,194 | $234,190-93.5% | $180,320-91.6% | $198,609-92.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 18.42% | 1057.44%-1039.0pp | 778.54%-760.1pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,322 | $5,258-55.8% | $4,108-43.5% | $5,055-54.1% |
| Participant deferral / active EE | $392 | $4,988-92.1% | $4,304-90.9% | $6,977-94.4% |
| Admin fee / account holder | $277 | $12,558-97.8% | $10,000-97.2% | $19,030-98.5% |