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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 | $7,823 | $135,956-94.2% | $123,894-93.7% | $273,972-97.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.15% | 56.63%-41.5pp | 47.52%-32.4pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,947 | $5,170-62.3% | $4,617-57.8% | $4,869-60.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |