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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 | $15,866 | $148,629-89.3% | $135,982-88.3% | $139,487-88.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.77% | 79.33%-66.6pp | 68.32%-55.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,929 | $5,247-44.2% | $4,859-39.7% | $4,755-38.4% |
| Participant deferral / active EE | $1,761 | $8,102-78.3% | $7,760-77.3% | $6,713-73.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |