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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 | $15,328 | $65,364-76.5% | $92,909-83.5% | $72,975-79.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.79% | 42.11%-25.3pp | 109.44%-92.6pp | 81.01%-64.2pp |
| Employer contribution / active EE | $4,438 | $2,594+71.1% | $3,653+21.5% | $2,440+81.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $84 | $4,251-98.0% | $5,795-98.5% | $5,124-98.4% |