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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 | $10,214 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $964 | $4,636-79.2% | $4,154-76.8% | $4,156-76.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |