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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 | $17,678 | $162,781-89.1% | $133,956-86.8% | $158,931-88.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.50% | 41.94%-36.4pp | 45.09%-39.6pp | 302.86%-297.4pp |
| Employer contribution / active EE | $3,285 | $4,975-34.0% | $3,919-16.2% | $4,761-31.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |