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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 | $10,605 | $112,131-90.5% | $95,964-88.9% | $158,982-93.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 22.31% | 171.19%-148.9pp | 91.64%-69.3pp | 302.99%-280.7pp |
| Employer contribution / active EE | $1,896 | $3,199-40.7% | $2,541-25.4% | $4,763-60.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $105 | $10,136-99.0% | $6,797-98.4% | $11,252-99.1% |