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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 | $13,495 | $77,164-82.5% | $178,014-92.4% | $80,874-83.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.02% | 18.09%-5.1pp | 294.80%-281.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,596 | $2,288+100.9% | $3,950+16.3% | $2,756+66.8% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7 | $7,164-99.9% | $10,362-99.9% | $6,935-99.9% |