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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 | $16,857 | $100,805-83.3% | $86,698-80.6% | $134,532-87.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -12.10% | 29.09%-41.2pp | 35.95%-48.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,129 | $3,490-67.7% | $2,837-60.2% | $4,741-76.2% |
| Participant deferral / active EE | $472 | $5,339-91.2% | $4,656-89.9% | $6,401-92.6% |
| Admin fee / account holder | $168 | $10,925-98.5% | $7,493-97.8% | $11,429-98.5% |