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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 | $16,779 | $127,790-86.9% | $106,555-84.3% | $167,536-90.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 76.1%+8.5pp | 82.1%+2.5pp |
| Annual return | 13.76% | 33.88%-20.1pp | 26.80%-13.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $926 | $3,428-73.0% | $2,819-67.1% | $4,839-80.9% |
| Participant deferral / active EE | $1,369 | $5,088-73.1% | $4,399-68.9% | $6,342-78.4% |
| Admin fee / account holder | $20 | $11,229-99.8% | $7,408-99.7% | $12,315-99.8% |