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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 | $20,477 | $162,812-87.4% | $133,971-84.7% | $158,966-87.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.25% | 41.94%-30.7pp | 45.09%-33.8pp | 302.95%-291.7pp |
| Employer contribution / active EE | $11,938 | $4,976+139.9% | $3,919+204.6% | $4,762+150.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $93 | $11,741-99.2% | $8,929-99.0% | $11,250-99.2% |