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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 | $3,634 | $95,453-96.2% | $112,040-96.8% | $82,448-95.6% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 211.67% | 23.92%+187.8pp | 24.52%+187.2pp | 41.64%+170.0pp |
| Employer contribution / active EE | $1,369 | $2,318-40.9% | $2,954-53.7% | $2,551-46.3% |
| Participant deferral / active EE | $1,866 | $4,224-55.8% | $5,098-63.4% | $4,139-54.9% |
| Admin fee / account holder | $19 | $9,013-99.8% | $12,098-99.8% | $7,234-99.7% |