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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 | $18,790 | $755,339-97.5% | $379,746-95.1% | $158,966-88.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 19.57% | 53.41%-33.8pp | 34.90%-15.3pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,849 | $4,685-60.5% | $3,540-47.8% | $4,762-61.2% |
| Participant deferral / active EE | $1,849 | $7,938-76.7% | $6,024-69.3% | $5,983-69.1% |
| Admin fee / account holder | $12 | $14,482-99.9% | $7,927-99.8% | $11,250-99.9% |