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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 | $4,813 | $152,587-96.8% | $125,175-96.2% | $152,870-96.9% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 15.52% | 54.84%-39.3pp | 43.79%-28.3pp | 345.34%-329.8pp |
| Employer contribution / active EE | $1,666 | $4,946-66.3% | $3,865-56.9% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |