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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 | $3,322 | $102,245-96.8% | $89,340-96.3% | $137,256-97.6% |
| Participation rate | 86.7% | 74.9%+11.8pp | 69.6%+17.1pp | 80.0%+6.7pp |
| Annual return | 0.00% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,466 | $2,529+37.0% | $2,231+55.3% | $4,156-16.6% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |