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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 | $19,340 | $232,540-91.7% | $185,117-89.6% | $147,586-86.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.25% | 43.03%-32.8pp | 40.50%-30.2pp | 578.59%-568.3pp |
| Employer contribution / active EE | $4,381 | $5,195-15.7% | $4,182+4.8% | $4,876-10.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55 | $10,275-99.5% | $8,159-99.3% | $10,886-99.5% |