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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 | $10,555 | $72,177-85.4% | $115,038-90.8% | $59,633-82.3% |
| Participation rate | 97.1% | 72.6%+24.6pp | 81.4%+15.8pp | 68.7%+28.5pp |
| Annual return | 8.49% | 12.02%-3.5pp | 26.14%-17.6pp | 2041.45%-2033.0pp |
| Employer contribution / active EE | $4,518 | $2,841+59.0% | $4,608-1.9% | $2,203+105.1% |
| Participant deferral / active EE | $1,740 | $4,783-63.6% | $6,026-71.1% | $3,192-45.5% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |