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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 | $11,866 | $157,829-92.5% | $136,867-91.3% | $198,609-94.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.09% | 51.25%-30.2pp | 42.97%-21.9pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,215 | $3,923-69.0% | $3,547-65.7% | $5,055-76.0% |
| Participant deferral / active EE | $1,501 | $5,463-72.5% | $4,924-69.5% | $6,977-78.5% |
| Admin fee / account holder | $136 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |