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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 | $6,748 | $108,942-93.8% | $100,415-93.3% | $145,897-95.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.93% | 58.27%-37.3pp | 49.47%-28.5pp | 552.29%-531.4pp |
| Employer contribution / active EE | $1,365 | $4,422-69.1% | $3,943-65.4% | $4,663-70.7% |
| Participant deferral / active EE | $1,706 | $8,461-79.8% | $8,091-78.9% | $6,689-74.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |