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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 | $19,171 | $157,296-87.8% | $141,191-86.4% | $152,897-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.03% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $3,233 | $5,262-38.6% | $4,736-31.7% | $4,764-32.1% |
| Participant deferral / active EE | $1,012 | $7,111-85.8% | $6,710-84.9% | $5,851-82.7% |
| Admin fee / account holder | $236 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |