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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 | $14,964 | $82,674-81.9% | $125,363-88.1% | $68,495-78.2% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | 25.80% | -5.97%+31.8pp | 572.15%-546.4pp | -7.84%+33.6pp |
| Employer contribution / active EE | $1,119 | $3,382-66.9% | $4,815-76.8% | $2,596-56.9% |
| Participant deferral / active EE | $1,605 | $6,111-73.7% | $7,447-78.4% | $4,028-60.1% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |