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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 | $10,568 | $95,415-88.9% | $185,851-94.3% | $85,851-87.7% |
| Participation rate | 71.3% | 68.8%+2.5pp | 81.7%-10.5pp | 69.3%+1.9pp |
| Annual return | 12.17% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.5pp |
| Employer contribution / active EE | $2,530 | $3,314-23.7% | $5,168-51.1% | $2,565-1.4% |
| Participant deferral / active EE | $589 | $3,424-82.8% | $5,569-89.4% | $3,952-85.1% |
| Admin fee / account holder | $241 | $7,215-96.7% | $16,245-98.5% | $6,261-96.2% |