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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 | $183,592-95.0% | $155,574-94.1% | $145,877-93.7% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 22.68% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $1,589 | $5,317-70.1% | $4,676-66.0% | $4,663-65.9% |
| Participant deferral / active EE | $1,798 | $6,466-72.2% | $5,629-68.1% | $6,691-73.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |