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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 | $25,564 | $162,821-84.3% | $133,978-80.9% | $158,982-83.9% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 13.95% | 41.95%-28.0pp | 45.10%-31.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $6,969 | $4,976+40.1% | $3,919+77.8% | $4,763+46.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $137 | $11,742-98.8% | $8,930-98.5% | $11,252-98.8% |