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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 | $14,039 | $78,682-82.2% | $109,188-87.1% | $85,851-83.6% |
| Participation rate | 80.3% | 68.3%+12.0pp | 75.9%+4.4pp | 69.3%+10.9pp |
| Annual return | 12.61% | 25.09%-12.5pp | 25.76%-13.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3,445 | $2,734+26.0% | $3,723-7.5% | $2,565+34.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $165 | $5,470-97.0% | $6,755-97.6% | $6,261-97.4% |