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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 | $8,600 | $110,410-92.2% | $102,437-91.6% | $145,897-94.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 12.79% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,904 | $4,217-31.1% | $3,871-25.0% | $4,663-37.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $172 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |