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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 | $15,872 | $165,939-90.4% | $122,354-87.0% | $147,586-89.2% |
| Participation rate | 92.9% | 79.6%+13.3pp | 71.6%+21.2pp | 82.8%+10.0pp |
| Annual return | 16.32% | 34.56%-18.2pp | 30.28%-14.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,381 | $5,754-23.9% | $4,051+8.1% | $4,876-10.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $256 | $7,425-96.6% | $5,479-95.3% | $10,886-97.7% |