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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 | $5,623 | $109,411-94.9% | $89,435-93.7% | $158,982-96.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.40% | 345.68%-331.3pp | 245.55%-231.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,523 | $3,173+11.0% | $2,587+36.2% | $4,763-26.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $6,159-99.8% | $4,884-99.7% | $11,252-99.9% |