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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 | $19,481 | $197,637-90.1% | $177,848-89.0% | $158,982-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.09% | 58.77%-37.7pp | 48.33%-27.2pp | 302.99%-281.9pp |
| Employer contribution / active EE | $3,608 | $6,698-46.1% | $5,919-39.0% | $4,763-24.2% |
| Participant deferral / active EE | $1,412 | $8,405-83.2% | $7,714-81.7% | $5,983-76.4% |
| Admin fee / account holder | $70 | $15,406-99.5% | $12,431-99.4% | $11,252-99.4% |