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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 | $17,639 | $65,575-73.1% | $86,209-79.5% | $75,181-76.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 25.83% | 46.07%-20.2pp | 1169.05%-1143.2pp | 160.69%-134.9pp |
| Employer contribution / active EE | $14,246 | $1,553+817.1% | $2,381+498.2% | $2,671+433.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $243 | $5,470-95.6% | $6,853-96.5% | $5,650-95.7% |