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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 | $16,499 | $116,203-85.8% | $93,621-82.4% | $152,909-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 12.17% | 35.96%-23.8pp | 32.76%-20.6pp | 345.46%-333.3pp |
| Employer contribution / active EE | $3,582 | $3,219+11.3% | $2,719+31.8% | $4,764-24.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $124 | $10,751-98.8% | $7,890-98.4% | $11,601-98.9% |