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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 | $12,437 | $78,682-84.2% | $109,188-88.6% | $85,851-85.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.94% | 25.09%-10.2pp | 25.76%-10.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $2,726 | $2,734-0.3% | $3,723-26.8% | $2,565+6.2% |
| Participant deferral / active EE | $858 | $3,468-75.2% | $4,654-81.6% | $3,952-78.3% |
| Admin fee / account holder | $81 | $5,470-98.5% | $6,755-98.8% | $6,261-98.7% |