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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 | $4,761 | $106,974-95.5% | $90,796-94.8% | $138,895-96.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 0.00% | 20.10%-20.1pp | 19.29%-19.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,761 | $2,609+82.5% | $2,294+107.6% | $4,194+13.5% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |