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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 | $15,024 | $103,392-85.5% | $87,104-82.8% | $152,897-90.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 16.58% | 28.10%-11.5pp | 28.19%-11.6pp | 345.43%-328.9pp |
| Employer contribution / active EE | $998 | $3,221-69.0% | $2,521-60.4% | $4,764-79.1% |
| Participant deferral / active EE | $998 | $4,778-79.1% | $4,048-75.4% | $5,851-82.9% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |