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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 | $9,210 | $118,919-92.3% | $88,538-89.6% | $152,897-94.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 8.25% | 47.92%-39.7pp | 43.64%-35.4pp | 345.43%-337.2pp |
| Employer contribution / active EE | $3,153 | $2,669+18.1% | $2,098+50.3% | $4,764-33.8% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |