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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 | $21,239 | $98,766-78.5% | $149,730-85.8% | $79,852-73.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.74% | 27.43%-8.7pp | 276.70%-258.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $2,662 | $3,217-17.2% | $4,645-42.7% | $2,471+7.7% |
| Participant deferral / active EE | $1,856 | $5,681-67.3% | $6,843-72.9% | $3,740-50.4% |
| Admin fee / account holder | $278 | $6,052-95.4% | $9,310-97.0% | $5,306-94.8% |