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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 | $22,229 | $98,766-77.5% | $149,730-85.2% | $79,852-72.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.44% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $3,632 | $3,217+12.9% | $4,645-21.8% | $2,471+47.0% |
| Participant deferral / active EE | $2,172 | $5,681-61.8% | $6,843-68.3% | $3,740-41.9% |
| Admin fee / account holder | $20 | $6,052-99.7% | $9,310-99.8% | $5,306-99.6% |