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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 | $4,797 | $72,273-93.4% | $101,275-95.3% | $79,856-94.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,797 | $2,691+78.2% | $3,660+31.1% | $2,471+94.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |