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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 | $14,042 | $171,492-91.8% | $150,734-90.7% | $198,609-92.9% |
| Participation rate | 92.3% | 81.4%+10.9pp | 78.4%+13.9pp | 82.4%+9.9pp |
| Annual return | 11.69% | 804.70%-793.0pp | 600.81%-589.1pp | 202.70%-191.0pp |
| Employer contribution / active EE | $2,478 | $5,470-54.7% | $4,918-49.6% | $5,055-51.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $215 | $17,628-98.8% | $14,905-98.6% | $19,030-98.9% |