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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 | $7,658 | $107,941-92.9% | $91,994-91.7% | $152,909-95.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.26% | 89.28%-68.0pp | 69.04%-47.8pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,450 | $4,212-41.8% | $3,453-29.0% | $4,764-48.6% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |