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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 | $10,392 | $165,381-93.7% | $149,730-93.1% | $158,966-93.5% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 192.80% | 348.29%-155.5pp | 276.70%-83.9pp | 302.95%-110.2pp |
| Employer contribution / active EE | $1,203 | $5,104-76.4% | $4,645-74.1% | $4,762-74.7% |
| Participant deferral / active EE | $1,970 | $7,182-72.6% | $6,843-71.2% | $5,983-67.1% |
| Admin fee / account holder | $211 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |