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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 | $11,884 | $95,406-87.5% | $185,849-93.6% | $85,847-86.2% |
| Participation rate | 78.8% | 68.8%+10.0pp | 81.7%-2.9pp | 69.3%+9.5pp |
| Annual return | 22.67% | 23.59%-0.9pp | 122.10%-99.4pp | 318.61%-295.9pp |
| Employer contribution / active EE | $2,510 | $3,314-24.2% | $5,169-51.4% | $2,565-2.1% |
| Participant deferral / active EE | $682 | $3,424-80.1% | $5,569-87.8% | $3,952-82.8% |
| Admin fee / account holder | $219 | $7,214-97.0% | $16,244-98.7% | $6,261-96.5% |