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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 | $9,115 | $93,346-90.2% | $71,796-87.3% | $273,972-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.13% | 130.39%-118.3pp | 78.04%-65.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,862 | $2,733-31.9% | $1,924-3.2% | $4,869-61.7% |
| Participant deferral / active EE | $259 | $3,475-92.6% | $2,794-90.7% | $5,287-95.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |