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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 | $14,334 | $129,960-89.0% | $104,299-86.3% | $134,545-89.3% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.3pp | 81.2%+3.4pp |
| Annual return | -17.11% | 42.06%-59.2pp | 24.62%-41.7pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,718 | $4,186-59.0% | $3,373-49.1% | $4,742-63.8% |
| Participant deferral / active EE | $1,017 | $5,589-81.8% | $4,626-78.0% | $6,401-84.1% |
| Admin fee / account holder | $225 | $9,324-97.6% | $7,339-96.9% | $11,431-98.0% |