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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 | $19,338 | $152,460-87.3% | $118,746-83.7% | $147,586-86.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $16,921 | $5,046+235.3% | $4,193+303.6% | $4,876+247.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |