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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 | $19,631 | $176,794-88.9% | $146,647-86.6% | $167,553-88.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.45% | 24.04%-11.6pp | 22.75%-10.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $5,285 | $5,161+2.4% | $4,137+27.8% | $4,840+9.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |