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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 | $55,765 | $273,772-79.6% | $255,499-78.2% | $328,120-83.0% |
| Participation rate | 100.0% | 41.4%+58.6pp | 32.7%+67.3pp | 34.1%+65.9pp |
| Annual return | 123.86% | 6.69%+117.2pp | 6.84%+117.0pp | 13.02%+110.8pp |
| Employer contribution / active EE | $21,833 | $31,317-30.3% | $29,902-27.0% | $34,257-36.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |