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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 | $14,175 | $105,856-86.6% | $90,161-84.3% | $147,586-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.10% | 37.63%-24.5pp | 34.89%-21.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,167 | $4,126-71.7% | $3,318-64.8% | $4,876-76.1% |
| Participant deferral / active EE | $967 | $5,733-83.1% | $5,287-81.7% | $5,439-82.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |