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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 | $18,222 | $227,399-92.0% | $189,758-90.4% | $198,609-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.96% | 61.03%-36.1pp | 52.62%-27.7pp | 202.70%-177.7pp |
| Employer contribution / active EE | $1,532 | $5,526-72.3% | $4,767-67.9% | $5,055-69.7% |
| Participant deferral / active EE | $2,180 | $6,837-68.1% | $5,856-62.8% | $6,977-68.8% |
| Admin fee / account holder | $239 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |