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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 | $13,327 | $99,652-86.6% | $78,778-83.1% | $147,586-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.32% | 47.28%-34.0pp | 35.62%-22.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,818 | $2,796-35.0% | $1,986-8.4% | $4,876-62.7% |
| Participant deferral / active EE | $471 | $3,664-87.1% | $2,958-84.1% | $5,439-91.3% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,886-100.0% |