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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 | $18,021 | $98,240-81.7% | $82,312-78.1% | $147,586-87.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.54% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,250 | $3,192-60.8% | $2,428-48.5% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,886-99.9% |