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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 | $181,062-93.2% | $158,223-92.3% | $155,188-92.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 10.44% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $3,070 | $4,565-32.7% | $4,109-25.3% | $4,248-27.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $213 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |