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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 | $28,765 | $101,763-71.7% | $164,866-82.6% | $80,874-64.4% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.5pp |
| Annual return | 21.90% | 16.73%+5.2pp | 69.97%-48.1pp | 35.62%-13.7pp |
| Employer contribution / active EE | $2,296 | $2,954-22.3% | $4,343-47.1% | $2,756-16.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $277 | $8,228-96.6% | $12,689-97.8% | $6,935-96.0% |