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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 | $97,289-88.0% | $92,805-87.4% | $155,188-92.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.04% | 29.03%-15.0pp | 31.59%-17.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $5,570 | $3,632+53.3% | $3,424+62.7% | $4,248+31.1% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |