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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 | $8,688 | $148,558-94.2% | $135,925-93.6% | $139,427-93.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.53% | 79.22%-50.7pp | 68.25%-39.7pp | 373.27%-344.7pp |
| Employer contribution / active EE | $4,316 | $5,244-17.7% | $4,857-11.1% | $4,752-9.2% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |