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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 | $21,959 | $175,600-87.5% | $129,110-83.0% | $134,509-83.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | -11.39%-5.4pp | -10.94%-5.8pp | 418.13%-434.9pp |
| Employer contribution / active EE | $7,424 | $6,355+16.8% | $5,052+47.0% | $4,741+56.6% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |