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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 | $11,996 | $157,304-92.4% | $141,197-91.5% | $152,909-92.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 15.42% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $1,867 | $5,263-64.5% | $4,736-60.6% | $4,764-60.8% |
| Participant deferral / active EE | $1,484 | $7,111-79.1% | $6,710-77.9% | $5,851-74.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |