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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 | $18,472 | $167,533-89.0% | $151,645-87.8% | $134,545-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.22% | 7.81%-10.0pp | 3.34%-5.6pp | 418.37%-420.6pp |
| Employer contribution / active EE | $2,224 | $6,828-67.4% | $6,165-63.9% | $4,742-53.1% |
| Participant deferral / active EE | $3,198 | $8,985-64.4% | $8,363-61.8% | $6,401-50.0% |
| Admin fee / account holder | $133 | $13,781-99.0% | $11,614-98.9% | $11,431-98.8% |