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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 | $11,247 | $63,346-82.2% | $92,240-87.8% | $70,126-84.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.88% | 530.19%-517.3pp | 176.29%-163.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $6,106 | $2,471+147.1% | $3,680+65.9% | $2,343+160.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $212 | $3,841-94.5% | $5,194-95.9% | $4,645-95.4% |