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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 | $10,891 | $112,131-90.3% | $95,964-88.7% | $158,982-93.1% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 18.17% | 171.19%-153.0pp | 91.64%-73.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $823 | $3,199-74.3% | $2,541-67.6% | $4,763-82.7% |
| Participant deferral / active EE | $1,196 | $4,784-75.0% | $4,167-71.3% | $5,983-80.0% |
| Admin fee / account holder | $18 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |