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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 | $12,258 | $227,399-94.6% | $189,758-93.5% | $198,609-93.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 10.44% | 61.03%-50.6pp | 52.62%-42.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $3,070 | $5,526-44.4% | $4,767-35.6% | $5,055-39.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $213 | $25,162-99.2% | $20,388-99.0% | $19,030-98.9% |