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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 | $18,425 | $117,829-84.4% | $102,423-82.0% | $145,877-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,545 | $3,615-57.3% | $3,023-48.9% | $4,663-66.9% |
| Participant deferral / active EE | $1,703 | $5,732-70.3% | $5,054-66.3% | $6,691-74.5% |
| Admin fee / account holder | $25 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |