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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 | $13,445 | $178,174-92.5% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 84.19%-64.9pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,378 | $4,972+108.7% | $4,294+141.7% | $4,156+149.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $142 | $17,404-99.2% | $14,586-99.0% | $12,270-98.8% |