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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 | $6,081 | $115,814-94.7% | $101,275-94.0% | $158,982-96.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.13% | 56.16%-44.0pp | 46.48%-34.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,450 | $4,176-41.3% | $3,660-33.1% | $4,763-48.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |