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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 | $13,467 | $165,381-91.9% | $149,730-91.0% | $158,966-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.92% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.0pp |
| Employer contribution / active EE | $1,820 | $5,104-64.3% | $4,645-60.8% | $4,762-61.8% |
| Participant deferral / active EE | $2,163 | $7,182-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |