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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 | $7,524 | $115,810-93.5% | $101,271-92.6% | $158,966-95.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 30.44% | 56.15%-25.7pp | 46.48%-16.0pp | 302.95%-272.5pp |
| Employer contribution / active EE | $852 | $4,175-79.6% | $3,660-76.7% | $4,762-82.1% |
| Participant deferral / active EE | $1,361 | $4,958-72.6% | $4,371-68.9% | $5,983-77.3% |
| Admin fee / account holder | $166 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |