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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 | $9,679 | $81,696-88.2% | $70,494-86.3% | $158,982-93.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.62% | 208.70%-193.1pp | 109.16%-93.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $4,351 | $3,220+35.1% | $2,738+58.9% | $4,763-8.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55 | $6,200-99.1% | $3,848-98.6% | $11,252-99.5% |