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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 | $21,400 | $201,344-89.4% | $184,243-88.4% | $145,877-85.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 15.07% | 29.01%-13.9pp | 28.82%-13.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $174 | $9,807-98.2% | $9,132-98.1% | $6,691-97.4% |
| Admin fee / account holder | $245 | $16,382-98.5% | $13,914-98.2% | $13,402-98.2% |