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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 | $9,027 | $124,346-92.7% | $111,306-91.9% | $167,553-94.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 51.38% | 37.46%+13.9pp | 54.67%-3.3pp | 478.89%-427.5pp |
| Employer contribution / active EE | $965 | $3,438-71.9% | $2,732-64.7% | $4,840-80.1% |
| Participant deferral / active EE | $1,199 | $5,182-76.9% | $4,488-73.3% | $6,343-81.1% |
| Admin fee / account holder | $200 | $10,623-98.1% | $7,966-97.5% | $12,316-98.4% |