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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 | $25,600 | $72,492-64.7% | $87,104-70.6% | $72,975-64.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $25,098 | $1,894+1225.2% | $2,521+895.4% | $2,440+928.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |