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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 | $16,117 | $156,616-89.7% | $133,346-87.9% | $198,609-91.9% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | 20.57% | 44.25%-23.7pp | 36.85%-16.3pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,621 | $3,368-51.9% | $2,853-43.2% | $5,055-67.9% |
| Participant deferral / active EE | $1,621 | $4,920-67.1% | $4,332-62.6% | $6,977-76.8% |
| Admin fee / account holder | $41 | $17,468-99.8% | $14,264-99.7% | $19,030-99.8% |