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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 | $11,677 | $107,666-89.2% | $102,184-88.6% | $154,746-92.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.04% | 29.33%-15.3pp | 31.58%-17.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,570 | $3,846+44.8% | $3,594+55.0% | $4,379+27.2% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |