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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 | $3,882 | $106,247-96.3% | $96,515-96.0% | $139,466-97.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.45% | 38.47%-9.0pp | 35.73%-6.3pp | 373.66%-344.2pp |
| Employer contribution / active EE | $1,661 | $4,106-59.5% | $3,740-55.6% | $4,754-65.1% |
| Participant deferral / active EE | $1,350 | $5,456-75.2% | $4,880-72.3% | $6,712-79.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |