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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 | $14,338 | $166,242-91.4% | $165,071-91.3% | $145,884-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.87% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,086 | $5,283-60.5% | $4,347-52.0% | $4,662-55.3% |
| Participant deferral / active EE | $1,927 | $6,964-72.3% | $6,035-68.1% | $6,690-71.2% |
| Admin fee / account holder | $268 | $16,658-98.4% | $12,695-97.9% | $13,392-98.0% |