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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 | $7,690 | $103,038-92.5% | $90,324-91.5% | $152,909-95.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 23.99% | 95.25%-71.3pp | 78.15%-54.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $966 | $3,141-69.2% | $2,856-66.2% | $4,764-79.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |