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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 | $8,008 | $115,814-93.1% | $101,275-92.1% | $158,982-95.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.13% | 56.16%-42.0pp | 46.48%-32.4pp | 302.99%-288.9pp |
| Employer contribution / active EE | $3,200 | $4,176-23.4% | $3,660-12.6% | $4,763-32.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $115 | $7,249-98.4% | $5,948-98.1% | $11,252-99.0% |