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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 | $8,732 | $96,965-91.0% | $97,995-91.1% | $147,586-94.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,369 | $4,536+62.4% | $4,158+77.2% | $4,876+51.1% |
| Participant deferral / active EE | $1,369 | $5,081-73.0% | $5,097-73.1% | $5,439-74.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |