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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 | $13,324 | $174,018-92.3% | $136,833-90.3% | $198,609-93.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 15.34% | 35.16%-19.8pp | 35.32%-20.0pp | 202.70%-187.4pp |
| Employer contribution / active EE | $3,400 | $1,571+116.4% | $1,319+157.9% | $5,055-32.7% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $98 | $5,434-98.2% | $4,706-97.9% | $19,030-99.5% |