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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 | $14,388 | $171,272-91.6% | $127,803-88.7% | $152,897-90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $12,210 | $5,451+124.0% | $4,576+166.9% | $4,764+156.3% |
| Participant deferral / active EE | $2,178 | $7,043-69.1% | $6,023-63.8% | $5,851-62.8% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |