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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 | $8,828 | $124,330-92.9% | $109,173-91.9% | $167,536-94.7% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 11.63% | 26.04%-14.4pp | 25.75%-14.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,333 | $4,209-68.3% | $3,723-64.2% | $4,839-72.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $55 | $7,974-99.3% | $6,755-99.2% | $12,315-99.6% |