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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 | $10,071 | $176,120-94.3% | $159,487-93.7% | $167,553-94.0% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 18.50% | 331.95%-313.4pp | 263.71%-245.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $1,187 | $5,299-77.6% | $4,831-75.4% | $4,840-75.5% |
| Participant deferral / active EE | $1,637 | $7,752-78.9% | $7,354-77.7% | $6,343-74.2% |
| Admin fee / account holder | $8 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |