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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 | $9,189 | $57,285-84.0% | $86,605-89.4% | $75,173-87.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.86% | 2671.04%-2654.2pp | 591.39%-574.5pp | 160.65%-143.8pp |
| Employer contribution / active EE | $3,305 | $2,315+42.8% | $3,023+9.3% | $2,670+23.8% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,611-100.0% | $5,651-100.0% |