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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 | $27,116 | $162,821-83.3% | $133,978-79.8% | $158,982-82.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.96% | 41.95%-15.0pp | 45.10%-18.1pp | 302.99%-276.0pp |
| Employer contribution / active EE | $4,368 | $4,976-12.2% | $3,919+11.5% | $4,763-8.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $184 | $11,742-98.4% | $8,930-97.9% | $11,252-98.4% |