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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 | $12,179 | $228,317-94.7% | $185,808-93.4% | $158,931-92.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.15% | 40.81%-15.7pp | 35.95%-10.8pp | 302.86%-277.7pp |
| Employer contribution / active EE | $2,327 | $4,964-53.1% | $4,086-43.1% | $4,761-51.1% |
| Participant deferral / active EE | $812 | $6,415-87.3% | $5,632-85.6% | $5,982-86.4% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |