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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 | $5,887 | $162,136-96.4% | $152,301-96.1% | $154,746-96.2% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 67.79% | 91.02%-23.2pp | 80.50%-12.7pp | 172.34%-104.5pp |
| Employer contribution / active EE | $1,204 | $4,890-75.4% | $4,624-74.0% | $4,379-72.5% |
| Participant deferral / active EE | $2,176 | $8,341-73.9% | $8,004-72.8% | $6,730-67.7% |
| Admin fee / account holder | $206 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |