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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 | $3,524 | $49,896-92.9% | $80,627-95.6% | $75,173-95.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 35.36% | 34.67%+0.7pp | 936.76%-901.4pp | 160.72%-125.4pp |
| Employer contribution / active EE | $1,623 | $1,699-4.5% | $2,723-40.4% | $2,671-39.2% |
| Participant deferral / active EE | $428 | $2,992-85.7% | $4,443-90.4% | $4,126-89.6% |
| Admin fee / account holder | $1 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |