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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 | $8,600 | $110,410-92.2% | $102,437-91.6% | $145,897-94.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.29% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,867 | $4,217-8.3% | $3,871-0.1% | $4,663-17.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |