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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 | $20,778 | $209,336-90.1% | $197,124-89.5% | $137,256-84.9% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 19.69% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,019 | $6,591-69.4% | $6,227-67.6% | $4,156-51.4% |
| Participant deferral / active EE | $2,302 | $9,614-76.1% | $9,135-74.8% | $6,407-64.1% |
| Admin fee / account holder | $71 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |