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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 | $6,932 | $181,062-96.2% | $158,223-95.6% | $155,188-95.5% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 12.98% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,239 | $4,565-51.0% | $4,109-45.5% | $4,248-47.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $205 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |