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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 | $14,042 | $129,737-89.2% | $119,126-88.2% | $154,746-90.9% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 11.69% | 379.08%-367.4pp | 282.11%-270.4pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,478 | $4,375-43.4% | $4,034-38.6% | $4,379-43.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $215 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |