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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 | $21,728 | $146,267-85.1% | $197,124-89.0% | $82,448-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 150.25% | 29.61%+120.6pp | 44.34%+105.9pp | 41.64%+108.6pp |
| Employer contribution / active EE | $2,876 | $4,723-39.1% | $6,227-53.8% | $2,551+12.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $277 | $14,422-98.1% | $16,298-98.3% | $7,234-96.2% |