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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 | $17,000 | $110,240-84.6% | $96,544-82.4% | $139,487-87.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 15.36% | 26.41%-11.1pp | 25.88%-10.5pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,071 | $3,622-70.4% | $2,966-63.9% | $4,755-77.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |