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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 | $3,893 | $78,705-95.1% | $117,860-96.7% | $70,124-94.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 28.04% | 23.30%+4.7pp | 335.10%-307.1pp | 73.14%-45.1pp |
| Employer contribution / active EE | $2,544 | $2,223+14.4% | $3,786-32.8% | $2,342+8.6% |
| Participant deferral / active EE | $1,037 | $3,297-68.6% | $4,482-76.9% | $3,332-68.9% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |