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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 | $8,693 | $105,856-91.8% | $90,161-90.4% | $147,586-94.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 35.56% | 37.63%-2.1pp | 34.89%+0.7pp | 578.59%-543.0pp |
| Employer contribution / active EE | $2,963 | $4,126-28.2% | $3,318-10.7% | $4,876-39.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $8,046-99.9% | $5,943-99.9% | $10,886-100.0% |