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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 | $10,245 | $110,410-90.7% | $102,437-90.0% | $145,897-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.40% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,819 | $4,217-56.9% | $3,871-53.0% | $4,663-61.0% |
| Participant deferral / active EE | $1,140 | $5,622-79.7% | $5,060-77.5% | $6,689-83.0% |
| Admin fee / account holder | $1 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |