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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 | $15,904 | $166,089-90.4% | $164,928-90.4% | $145,978-89.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.07% | 100.26%-88.2pp | 70.08%-58.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,377 | $5,276-73.9% | $4,343-68.3% | $4,662-70.5% |
| Participant deferral / active EE | $1,721 | $6,961-75.3% | $6,034-71.5% | $6,690-74.3% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |