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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 | $14,133 | $148,629-90.5% | $135,982-89.6% | $139,487-89.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.75% | 79.33%-56.6pp | 68.32%-45.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $2,360 | $5,247-55.0% | $4,859-51.4% | $4,755-50.4% |
| Participant deferral / active EE | $2,360 | $8,102-70.9% | $7,760-69.6% | $6,713-64.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |