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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 | $8,398 | $103,393-91.9% | $87,103-90.4% | $152,909-94.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 27.05% | 28.10%-1.1pp | 28.19%-1.1pp | 345.46%-318.4pp |
| Employer contribution / active EE | $2,870 | $3,221-10.9% | $2,521+13.8% | $4,764-39.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75 | $12,195-99.4% | $7,491-99.0% | $11,601-99.4% |