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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 | $9,338 | $99,031-90.6% | $86,597-89.2% | $147,585-93.7% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 12.65% | 1312.56%-1299.9pp | 964.96%-952.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $1,277 | $3,132-59.2% | $2,840-55.0% | $4,876-73.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $222 | $5,711-96.1% | $4,906-95.5% | $10,885-98.0% |