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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 | $13,971 | $106,918-86.9% | $84,021-83.4% | $152,897-90.9% |
| Participation rate | 79.2% | 75.2%+3.9pp | 69.0%+10.1pp | 82.5%-3.3pp |
| Annual return | 9.62% | 105.01%-95.4pp | 71.32%-61.7pp | 345.43%-335.8pp |
| Employer contribution / active EE | $4,127 | $2,735+50.9% | $1,984+108.0% | $4,764-13.4% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |