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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 | $15,215 | $148,629-89.8% | $135,982-88.8% | $139,487-89.1% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 15.48% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,778 | $5,247-47.1% | $4,859-42.8% | $4,755-41.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $177 | $12,406-98.6% | $10,767-98.4% | $11,407-98.4% |