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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 | $24,634 | $162,812-84.9% | $133,971-81.6% | $158,966-84.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 11.36% | 41.94%-30.6pp | 45.09%-33.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $3,182 | $4,976-36.1% | $3,919-18.8% | $4,762-33.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |