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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 | $5,556 | $109,344-94.9% | $89,400-93.8% | $158,950-96.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.54% | 345.73%-338.2pp | 245.64%-238.1pp | 302.91%-295.4pp |
| Employer contribution / active EE | $5,069 | $3,170+59.9% | $2,586+96.0% | $4,762+6.5% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |