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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 | $166,131-93.9% | $164,975-93.9% | $145,877-93.1% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 13.15% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,196 | $5,276-77.3% | $4,343-72.5% | $4,663-74.4% |
| Participant deferral / active EE | $1,571 | $6,962-77.4% | $6,033-74.0% | $6,691-76.5% |
| Admin fee / account holder | $230 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |