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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 | $8,596 | $76,551-88.8% | $123,894-93.1% | $62,881-86.3% |
| Participation rate | 86.5% | 73.0%+13.5pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,435 | $2,882+158.0% | $4,617+61.0% | $2,281+226.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |