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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 | $19,901 | $165,399-88.0% | $149,745-86.7% | $158,982-87.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 16.86% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,476 | $5,105-31.9% | $4,646-25.2% | $4,763-27.0% |
| Participant deferral / active EE | $1,061 | $7,183-85.2% | $6,843-84.5% | $5,983-82.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |