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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 | $11,765 | $115,810-89.8% | $101,271-88.4% | $158,966-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.87% | 56.15%-48.3pp | 46.48%-38.6pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,973 | $4,175-52.8% | $3,660-46.1% | $4,762-58.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $99 | $7,248-98.6% | $5,948-98.3% | $11,250-99.1% |