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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 | $15,517 | $289,211-94.6% | $260,467-94.0% | $198,609-92.2% |
| Participation rate | 83.3% | 83.1%+0.2pp | 80.5%+2.9pp | 82.4%+1.0pp |
| Annual return | 10.41% | 112.90%-102.5pp | 100.60%-90.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $4,192 | $4,663-10.1% | $4,239-1.1% | $5,055-17.1% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |