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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 | $4,418 | $78,423-94.4% | $95,964-95.4% | $79,856-94.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,365 | $1,945+73.0% | $2,541+32.4% | $2,471+36.2% |
| Participant deferral / active EE | $740 | $3,440-78.5% | $4,167-82.2% | $3,741-80.2% |
| Admin fee / account holder | $73 | $5,622-98.7% | $6,797-98.9% | $5,306-98.6% |