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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 | $7,798 | $111,814-93.0% | $93,654-91.7% | $145,959-94.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 14.96% | 203.30%-188.3pp | 133.34%-118.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $923 | $3,092-70.1% | $2,421-61.9% | $4,661-80.2% |
| Participant deferral / active EE | $1,142 | $4,914-76.8% | $4,413-74.1% | $6,689-82.9% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |