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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 | $17,248 | $63,861-73.0% | $104,639-83.5% | $79,856-78.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 20.59% | 21.30%-0.7pp | 340.67%-320.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,222 | $1,588+39.9% | $2,682-17.1% | $2,471-10.1% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |