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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 | $10,359 | $183,516-94.4% | $155,534-93.3% | $145,884-92.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,620 | $5,315-13.1% | $4,675-1.2% | $4,662-0.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |