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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 | $7,148 | $115,814-93.8% | $101,275-92.9% | $158,982-95.5% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.6pp |
| Annual return | 33.21% | 56.16%-22.9pp | 46.48%-13.3pp | 302.99%-269.8pp |
| Employer contribution / active EE | $1,049 | $4,176-74.9% | $3,660-71.3% | $4,763-78.0% |
| Participant deferral / active EE | $1,199 | $4,958-75.8% | $4,371-72.6% | $5,983-80.0% |
| Admin fee / account holder | $36 | $7,249-99.5% | $5,948-99.4% | $11,252-99.7% |