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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 | $7,754 | $102,638-92.4% | $81,982-90.5% | $158,982-95.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.84% | 61.05%-49.2pp | 41.31%-29.5pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,849 | $3,241-42.9% | $2,498-26.0% | $4,763-61.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $115 | $8,237-98.6% | $5,665-98.0% | $11,252-99.0% |