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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 | $13,166 | $51,184-74.3% | $66,439-80.2% | $86,983-84.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 35.49% | 17.07%+18.4pp | 757.66%-722.2pp | 25.83%+9.7pp |
| Employer contribution / active EE | $12,008 | $2,023+493.7% | $2,637+355.4% | $2,584+364.6% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $25 | $4,154-99.4% | $6,173-99.6% | $7,856-99.7% |