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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 | $27,573 | $176,838-84.4% | $146,685-81.2% | $167,518-83.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 14.97% | 24.04%-9.1pp | 22.75%-7.8pp | 478.71%-463.7pp |
| Employer contribution / active EE | $9,293 | $5,161+80.1% | $4,137+124.6% | $4,838+92.1% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |