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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 | $10,053 | $166,268-94.0% | $165,100-93.9% | $145,897-93.1% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 13.15% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,196 | $5,284-77.4% | $4,348-72.5% | $4,663-74.4% |
| Participant deferral / active EE | $1,571 | $6,964-77.4% | $6,035-74.0% | $6,689-76.5% |
| Admin fee / account holder | $230 | $16,659-98.6% | $12,696-98.2% | $13,390-98.3% |