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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 | $16,153 | $175,259-90.8% | $149,723-89.2% | $139,487-88.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.57% | 166.82%-155.3pp | 134.50%-122.9pp | 373.84%-362.3pp |
| Employer contribution / active EE | $1,843 | $5,478-66.4% | $4,821-61.8% | $4,755-61.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |