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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 | $12,595 | $107,941-88.3% | $91,994-86.3% | $152,909-91.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.98% | 89.28%-72.3pp | 69.04%-52.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $3,368 | $4,212-20.0% | $3,453-2.4% | $4,764-29.3% |
| Participant deferral / active EE | $590 | $6,366-90.7% | $5,924-90.0% | $5,851-89.9% |
| Admin fee / account holder | $104 | $10,521-99.0% | $7,744-98.7% | $11,601-99.1% |