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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 | $9,161 | $183,539-95.0% | $155,556-94.1% | $145,897-93.7% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 22.68% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,589 | $5,315-70.1% | $4,675-66.0% | $4,663-65.9% |
| Participant deferral / active EE | $1,798 | $6,467-72.2% | $5,631-68.1% | $6,689-73.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |