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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 | $20,112 | $157,296-87.2% | $141,191-85.8% | $152,897-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.30% | 64.34%-30.0pp | 71.41%-37.1pp | 345.43%-311.1pp |
| Employer contribution / active EE | $2,125 | $5,262-59.6% | $4,736-55.1% | $4,764-55.4% |
| Participant deferral / active EE | $140 | $7,111-98.0% | $6,710-97.9% | $5,851-97.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |