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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 | $12,676 | $98,240-87.1% | $82,313-84.6% | $147,585-91.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,501 | $3,192-53.0% | $2,428-38.2% | $4,876-69.2% |
| Participant deferral / active EE | $1,309 | $4,383-70.1% | $3,706-64.7% | $5,439-75.9% |
| Admin fee / account holder | $169 | $8,563-98.0% | $5,608-97.0% | $10,886-98.4% |