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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 | $9,709 | $104,251-90.7% | $91,004-89.3% | $147,586-93.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.96% | 27.06%-11.1pp | 4.60%+11.4pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,889 | $3,116-7.3% | $2,456+17.6% | $4,876-40.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $58 | $8,948-99.4% | $5,417-98.9% | $10,886-99.5% |