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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 | $18,673 | $124,346-85.0% | $111,306-83.2% | $167,553-88.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.50% | 37.46%-27.0pp | 54.67%-44.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $5,644 | $3,438+64.2% | $2,732+106.6% | $4,840+16.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $171 | $10,623-98.4% | $7,966-97.8% | $12,316-98.6% |