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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 | $11,105 | $105,158-89.4% | $94,672-88.3% | $139,487-92.0% |
| Participation rate | 95.2% | 82.4%+12.9pp | 80.8%+14.4pp | 80.3%+14.9pp |
| Annual return | 15.91% | 38.11%-22.2pp | 156.89%-141.0pp | 373.84%-357.9pp |
| Employer contribution / active EE | $4,616 | $4,107+12.4% | $3,673+25.7% | $4,755-2.9% |
| Participant deferral / active EE | $2,181 | $7,599-71.3% | $7,417-70.6% | $6,713-67.5% |
| Admin fee / account holder | $48 | $8,972-99.5% | $7,222-99.3% | $11,407-99.6% |