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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 | $8,049 | $124,336-93.5% | $111,303-92.8% | $167,518-95.2% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 15.38% | 37.45%-22.1pp | 54.66%-39.3pp | 478.71%-463.3pp |
| Employer contribution / active EE | $1,476 | $3,436-57.0% | $2,731-45.9% | $4,838-69.5% |
| Participant deferral / active EE | $285 | $5,181-94.5% | $4,487-93.6% | $6,342-95.5% |
| Admin fee / account holder | $148 | $10,623-98.6% | $7,966-98.1% | $12,312-98.8% |