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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 | $17,054 | $227,399-92.5% | $189,758-91.0% | $198,609-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.37% | 61.03%-51.7pp | 52.62%-43.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $2,541 | $5,526-54.0% | $4,767-46.7% | $5,055-49.7% |
| Participant deferral / active EE | $1,926 | $6,837-71.8% | $5,856-67.1% | $6,977-72.4% |
| Admin fee / account holder | $214 | $25,162-99.1% | $20,388-98.9% | $19,030-98.9% |