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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 | $25,425 | $82,028-69.0% | $123,105-79.3% | $59,633-57.4% |
| Participation rate | 90.6% | 83.2%+7.4pp | 86.8%+3.8pp | 68.7%+22.0pp |
| Annual return | -1.55% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,639 | $3,297-19.9% | $5,151-48.8% | $2,203+19.8% |
| Participant deferral / active EE | $1,852 | $4,667-60.3% | $6,229-70.3% | $3,192-42.0% |
| Admin fee / account holder | $263 | $5,879-95.5% | $9,014-97.1% | $4,297-93.9% |