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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 | $9,218 | $124,330-92.6% | $109,173-91.6% | $167,536-94.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.86% | 26.04%-16.2pp | 25.75%-15.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,911 | $4,209-30.8% | $3,723-21.8% | $4,839-39.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |