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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 | $6,069 | $152,592-96.0% | $125,180-95.2% | $152,885-96.0% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 29.93% | 54.84%-24.9pp | 43.79%-13.9pp | 345.39%-315.5pp |
| Employer contribution / active EE | $1,315 | $4,947-73.4% | $3,866-66.0% | $4,763-72.4% |
| Participant deferral / active EE | $1,501 | $5,868-74.4% | $4,937-69.6% | $5,851-74.3% |
| Admin fee / account holder | $128 | $13,435-99.0% | $9,703-98.7% | $11,598-98.9% |