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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 | $12,109 | $106,905-88.7% | $84,020-85.6% | $152,885-92.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 11.25% | 105.00%-93.8pp | 71.31%-60.1pp | 345.39%-334.1pp |
| Employer contribution / active EE | $483 | $2,735-82.3% | $1,984-75.6% | $4,763-89.9% |
| Participant deferral / active EE | $696 | $4,012-82.7% | $3,239-78.5% | $5,851-88.1% |
| Admin fee / account holder | -$144 | $8,287-101.7% | $6,101-102.4% | $11,598-101.2% |