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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 | $176,071-92.8% | $159,450-92.0% | $167,497-92.4% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 19.19% | 331.79%-312.6pp | 263.60%-244.4pp | 478.62%-459.4pp |
| Employer contribution / active EE | $1,199 | $5,298-77.4% | $4,830-75.2% | $4,838-75.2% |
| Participant deferral / active EE | $2,259 | $7,750-70.9% | $7,352-69.3% | $6,341-64.4% |
| Admin fee / account holder | $51 | $12,555-99.6% | $10,800-99.5% | $12,310-99.6% |