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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 | $2,660 | $96,491-97.2% | $75,894-96.5% | $152,885-98.3% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.3%+19.0pp | 82.5%+5.8pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,631 | $3,310-20.5% | $2,501+5.2% | $4,763-44.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |