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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 | $12,727 | $176,120-92.8% | $159,487-92.0% | $167,553-92.4% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 19.19% | 331.95%-312.8pp | 263.71%-244.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $1,199 | $5,299-77.4% | $4,831-75.2% | $4,840-75.2% |
| Participant deferral / active EE | $2,259 | $7,752-70.9% | $7,354-69.3% | $6,343-64.4% |
| Admin fee / account holder | $51 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |