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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 | $9,463 | $82,674-88.6% | $125,381-92.5% | $68,486-86.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 18.45% | -5.97%+24.4pp | 572.31%-553.9pp | -7.85%+26.3pp |
| Employer contribution / active EE | $3,491 | $3,382+3.2% | $4,815-27.5% | $2,597+34.5% |
| Participant deferral / active EE | $2,086 | $6,111-65.9% | $7,448-72.0% | $4,028-48.2% |
| Admin fee / account holder | $15 | $6,277-99.8% | $10,007-99.8% | $5,404-99.7% |