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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 | $15,990 | $125,190-87.2% | $105,624-84.9% | $145,897-89.0% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.62% | 225.22%-214.6pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,111 | $3,720-70.1% | $3,168-64.9% | $4,663-76.2% |
| Participant deferral / active EE | $1,365 | $5,716-76.1% | $5,013-72.8% | $6,689-79.6% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |