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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 | $7,921 | $96,508-91.8% | $75,901-89.6% | $152,897-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.40% | 33.99%-20.6pp | 30.76%-17.4pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,686 | $3,310-49.1% | $2,501-32.6% | $4,764-64.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $222 | $8,081-97.3% | $5,420-95.9% | $11,599-98.1% |