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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 | $46,499 | $270,507-82.8% | $600,826-92.3% | $270,507-82.8% |
| Participation rate | 100.0% | 93.5%+6.5pp | 100.0%0pp | 93.5%+6.5pp |
| Annual return | 53.03% | -4.71%+57.7pp | 3.25%+49.8pp | -4.71%+57.7pp |
| Employer contribution / active EE | $7,540 | $25,782-70.8% | $24,244-68.9% | $25,782-70.8% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $5,090-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $44-100.0% | $10,647-100.0% |