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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 | $7,992 | $106,923-92.5% | $84,023-90.5% | $152,909-94.8% |
| Participation rate | 84.2% | 75.3%+9.0pp | 69.0%+15.2pp | 82.5%+1.8pp |
| Annual return | 12.68% | 105.02%-92.3pp | 71.32%-58.6pp | 345.46%-332.8pp |
| Employer contribution / active EE | $1,546 | $2,735-43.5% | $1,984-22.1% | $4,764-67.6% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |