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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 | $7,810 | $110,410-92.9% | $102,437-92.4% | $145,897-94.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,421 | $4,217-66.3% | $3,871-63.3% | $4,663-69.5% |
| Participant deferral / active EE | $271 | $5,622-95.2% | $5,060-94.6% | $6,689-96.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |