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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 | $23,816 | $176,786-86.5% | $146,643-83.8% | $167,536-85.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.02% | 24.04%-9.0pp | 22.75%-7.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $3,846 | $5,161-25.5% | $4,137-7.0% | $4,839-20.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $228 | $13,262-98.3% | $10,280-97.8% | $12,315-98.2% |