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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 | $11,088 | $152,592-92.7% | $125,180-91.1% | $152,885-92.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 25.29% | 54.84%-29.5pp | 43.79%-18.5pp | 345.39%-320.1pp |
| Employer contribution / active EE | $2,043 | $4,947-58.7% | $3,866-47.1% | $4,763-57.1% |
| Participant deferral / active EE | $1,705 | $5,868-71.0% | $4,937-65.5% | $5,851-70.9% |
| Admin fee / account holder | $132 | $13,435-99.0% | $9,703-98.6% | $11,598-98.9% |