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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 | $9,108 | $100,811-91.0% | $86,698-89.5% | $134,545-93.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.33% | 29.11%-47.4pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $10,884 | $3,490+211.8% | $2,837+283.7% | $4,742+129.5% |
| Participant deferral / active EE | $297 | $5,339-94.4% | $4,656-93.6% | $6,401-95.4% |
| Admin fee / account holder | $251 | $10,926-97.7% | $7,492-96.6% | $11,431-97.8% |