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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 | $5,038 | $105,960-95.2% | $81,726-93.8% | $158,982-96.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.19% | 38.19%-30.0pp | 29.49%-21.3pp | 302.99%-294.8pp |
| Employer contribution / active EE | $2,433 | $7,805-68.8% | $4,311-43.6% | $4,763-48.9% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35 | $8,494-99.6% | $5,160-99.3% | $11,252-99.7% |