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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 | $4,210 | $110,410-96.2% | $102,437-95.9% | $145,897-97.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $4,127 | $4,217-2.1% | $3,871+6.6% | $4,663-11.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $207 | $9,745-97.9% | $8,388-97.5% | $13,390-98.5% |