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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 | $6,022 | $157,296-96.2% | $141,191-95.7% | $152,897-96.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 49.73% | 64.34%-14.6pp | 71.41%-21.7pp | 345.43%-295.7pp |
| Employer contribution / active EE | $1,380 | $5,262-73.8% | $4,736-70.9% | $4,764-71.0% |
| Participant deferral / active EE | $1,597 | $7,111-77.5% | $6,710-76.2% | $5,851-72.7% |
| Admin fee / account holder | $56 | $12,125-99.5% | $10,264-99.5% | $11,599-99.5% |