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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 | $9,683 | $104,664-90.7% | $85,693-88.7% | $167,518-94.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.97% | 21.45%-10.5pp | 21.49%-10.5pp | 478.71%-467.7pp |
| Employer contribution / active EE | $4,390 | $3,337+31.6% | $2,618+67.7% | $4,838-9.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $98 | $10,032-99.0% | $6,874-98.6% | $12,312-99.2% |