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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 | $26,755 | $227,399-88.2% | $189,758-85.9% | $198,609-86.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 13.98% | 61.03%-47.0pp | 52.62%-38.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,530 | $5,526-54.2% | $4,767-46.9% | $5,055-49.9% |
| Participant deferral / active EE | $2,730 | $6,837-60.1% | $5,856-53.4% | $6,977-60.9% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |