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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 | $7,159 | $108,285-93.4% | $77,552-90.8% | $158,982-95.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.44% | 31.69%-16.3pp | 54.82%-39.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,903 | $1,325+43.6% | $987+92.9% | $4,763-60.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |