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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 | $5,106 | $83,908-93.9% | $68,509-92.5% | $125,389-95.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.16% | 14.48%-16.6pp | 8.27%-10.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,429 | $3,031+13.1% | $2,278+50.5% | $4,866-29.5% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |